TrustBot - Trained from the webinar recordings

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These are the recordings for each training module. To access click on the title. 

Please write down or copy the passcode to your clipboard and enter when transferred to the Zoom website!

Trust Overview

Passcode: &lFp5.q3

BANKING & TRUST SETUP 

Passcode: 7Z$u8&=d

ADVANCED DIRECTIVE/PROFIT & LOSS/ HOUSEHOLD BUDGETING

Passcode: ce#0=PWr

LIFE INSURANCE (with Pamela Allen)

Passcode: 3%6r3mS^

PROPERTY TRANSFER INTO YOUR TRUST

Passcode: k.8ZQjP*

TRUST WALKTHROUGH Q&A

tU8H6Rr!

• Paying Credit Card Bills with Trust
• Loans from the Trust or from an IUL
• Amending the Trust to be as specific as possible (they all start out generic)
• Trust Account - critical initial step
• Trust Funding - Home( send deed to India), Business
• IUL - Trust as beneficiary and owner
• Life Event Changes -> Amendments
• Amending the Trust on your own?

Support Contact email support@acuracountsinc.zohodesk.com

Phone Support: 877-347-7311