In this episode, seasoned insurance professional Kent Crawford shares his journey from launching a successful agency in Newport Beach to becoming a trusted financial consultant. He opens up about navigating capital gains tax challenges, adopting the Deferred Sales Trust as an alternative to the 1031 exchange, and leveraging life insurance through trusts for tax-efficient wealth transfer. Kent also discusses the critical role of trust, flexibility, and strategic advice in long-term financial planning.
#DeferredSalesTrust #FinancialPlanning #WealthStrategy #CapitalGainsTax #EstatePlanning #InsuranceExpert #1031ExchangeAlternative #TaxStrategy #TrustPlanning #WealthTransfer #RealEstateTax #FinancialFreedomWould you like a version tailored for LinkedIn or Instagram as well?
