See the Video Recording here: https://us02web.zoom.us/rec/play/RJsispMMGSx9GuZRCaYVol2y3_WBGo6N4wOW1Pj2gZY8fbiNmh4Xx3oikZGqZx4m6uJ9qAax6luD9xnh.MdN4w4ABo5OA36W7?autoplay=true&startTime=1692807040000

Access the Live Transcript here: https://otter.ai/u/akHeq7JJVk9eTQNyU7tJxipxHDg?utm_source=copy_url

Looking to invest in life insurance and leverage your Trust?

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

Amended Trust Questionnaires (ACQs)

• PLEASE WATCH THE VIDEO OF THIS RECORDING!
• Starting Thursday, August 24th, we will begin 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 from Citrix RightSignature.

To prevent these from going directly to your spam or promotions folders, please white list the following email address: sign@na1.conga-sign.com

Please note: We will not be sending these to all clients on Thursday. They will be sent in waves over the next two to three weeks.

Outline:-Updates to the client questionnaire and application. (8:06)
-How to find the inception date of your Trust. (14:15)
-How to fill out the questionnaire. (20:12)
-Managing a Private Trust Company. (34:35)
-How many managers do you recommend having? (47:13)
-California and the LLC. (54:37)
-Can the Wyoming Private Trust Company be the Trust Protector? (1:02:38)
-How are the names of managers and members known? (1:08:57)