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Show Notes

Coach Clarence delves into the topic of preserving your legacy, discussing it from a financial perspective with a touch of fitness. He emphasizes the importance of considering what you leave behind for future generations, whether it be your family, company, or community. Clarence highlights the common fixation on interest rates in financial decisions and challenges the notion that the lowest rate is always the best choice. He encourages loan officers to move beyond simply selling rates and to provide more comprehensive and personalized service to clients. Check out Coach Clarence on TikTok at TheRealCoachClarence and on Instagram at ClarenceMFerguson for more insights on financial fitness.

[00:00:24] Preserving your legacy.

[00:06:26] Interest rates and loan risk.

[00:09:50] Preserving your legacy with trust.

[00:13:56] Utilizing a living trust.

[00:15:20] Setting up a living trust.

[00:20:41] Keeping relationships drama-free.

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