Listen "Training Call #8 - Operating Out of Your Trust with Q&A"
Episode Synopsis
Send us a textSee the Video Recording here: https://us02web.zoom.us/rec/play/rP2vzc-q5OEvh0F1n7dGmXdNj9uYUem0l1P4BNR_W3-xUEfzvqj9h6MK88CZ0VlHQ_ytzelFvDsE_21y.dZh5xp-43nIvutpQ?autoplay=true&startTime=1681229097000Access the Live Transcript here: https://otter.ai/u/kmEguwe8lMH2GQVG6k-EQbOj4KY?utm_source=copy_urlLooking 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/insuranceOutline:-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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