Personal Trust Training Podcast

Training Call #8 - Operating Out of Your Trust with Q&A


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See the Video Recording here: https://us02web.zoom.us/rec/play/rP2vzc-q5OEvh0F1n7dGmXdNj9uYUem0l1P4BNR_W3-xUEfzvqj9h6MK88CZ0VlHQ_ytzelFvDsE_21y.dZh5xp-43nIvutpQ?autoplay=true&startTime=1681229097000

Access the Live Transcript here:
https://otter.ai/u/kmEguwe8lMH2GQVG6k-EQbOj4KY?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

Outline:
-Running a business out of your Trust.
0:01
-How to obtain a quote for life insurance.
4:50
-How to diversify your investments.
9:34
-Risk tolerance and fiduciary responsibilities.
15:02
-How do you get around the bargain sale rule?
21:28
-What is the bucket where you can take risks?
25:54
-How are you getting the money to flow?
33:27
-On-going onboarding process.
39:30
-The importance of assets and liabilities spreadsheet.
45:53
-Wyoming LLC attorneys.
54:06




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Personal Trust Training PodcastBy Abundance Group Trust