See the Video Recording here: https://us02web.zoom.us/rec/play/z2r9zuaPmHPduonbS9G3KbkXLYFlzFEV2ks21WqK8GaFyVg4MQr7g1JffY-FimhQVG6fiWutRa7VQP_E.hX3sHUHh644RvHJ3?autoplay=true&startTime=1689610109000

Access the Live Transcript here:https://otter.ai/u/L8bXfIyQCaGBkPT5AnEJB68JcmU?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

Outline:-The importance of having an attorney as a Trust Protector. (3:13)
-Transitioning intellectual property into a Trust. (5:19)
-Setting up a trust for estate planning. (9:45)
-Limitations of a private foundation grant. (15:42)
-The importance of having a Wealth Advisor. (17:56)
-Mark’s background in the field. (22:12)
-Mark’s background and how he got started. (24:15)