See the Video Recording here: https://us02web.zoom.us/rec/play/xiu5PtmU1RS8_ETIEQReMUfuuYfqJuApfwjvcFlrykTMSUyqN8sbjNw2kpVYrQzFIDjnWdZFubgUFJ9F.1XmS0Dk33pp7LzDK?autoplay=true&startTime=1694016577000

Access the Live Transcript here: https://otter.ai/u/8a3ef7WhdM-fB-Mxx2b-CvYAhUU?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust? 

• Email Ben at [email protected], or use the link below to receive your free quote!
• Get your free quote here: https://www.abundancegroup.com/insurance

Amended Trust Questionnaires (ACQs)

• We are still in the process of sending out the Amended Client Questionnaires (ACQs). We will use the information provided in this document to create your Amended Personal or IP/Personal Trusts. With our integration of Salesforce, the ACQs will be sent via email from Conga Sign, not Citrix RightSignature.
  
  To prevent these from going directly to your spam or promotions folders, please white list the following email address: [email protected]

Establishing a Wyoming Private Trust Company

• Belgrove Management
• www.belgrovemanagement.com
• John Misiag
• (321) 837-9527

Outline:
-Questions and answers about insurance. (0:02)
-What's in your ira? (8:36)
-Getting a Power of Attorney to sign checks. (13:20)
-PTC is an essential element of the trust. (19:41)
-Ways to get tax mitigation beyond the memorandum. (25:50)
-Understanding the Chart of Accounts for pets. (32:52)
-Setting up services for people to help with the process. (38:56)
-How did you get into the financial industry? (44:40)
-The role of a Trust Protector. (50:42)
-What are the fees for the Trust? (58:41)
-Contact information for the Trustee. (1:02:49)
-Benefits of being a beneficiary and trustee. (1:09:49)
-How does a Nonspecific Charitable Purpose Trust work? (1:16:09)
-How to join a networking group? (1:20:41)
-Networking groups and how they work. (1:26:36)