Apr '23 in General discussion
First Estate Guru Lead Call on 4/7/23
She lives in Virginia, single, looking into trust because her niece is the primary beneficiary.
We scheduled the 2nd call /consultation for 4/18 @ 6pm
She bought a self-trust kit reason for scheduling call with me today
One of her biggest concerns was converting her 401k ($700k)into a Roth to leave to her niece………hello, cant wait for Scott & Kim to present roth conversion program
Has $200k in roth
Home $600k owes $14k
She teaches earns $45k not because she has to
Pension: $2950 mo turns on end of month
SS; $4124/mo she will start end of month when she turns 70
She said wished she wasn’t foolish and started converted her 401k over into a roth over last 10 years………I informed her we have a unique way to convert to Roth
Briefly planted the BLP seed for her niece to have $ at her demise
She said that the trust price is good, and liked our conversation that I can get legal documents done, and financial planning
GET SUM!
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First Estate Guru Lead Call on 4/7/23
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