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The Tax Free Zone & Farm Liquidity Solutions with 33Seven
Manage episode 451554626 series 3450323
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In this episode of the AGvisorPOD, host Robert Saik sits down with Derryn Shrosbree, Founder and CEO of 33Seven, to discuss innovative solutions for farm succession planning. Derryn introduces the Farm Liquidity Solution and the concept of the Tax-Free Zone, tools designed to protect farm legacies and facilitate seamless intergenerational wealth transfer. With insights drawn from Derryn’s experience managing over 150 farm transitions across Canada, this conversation dives into real-world strategies for estate equalization, leveraging life insurance policies, and making your money work twice to benefit farming and non-farming children alike.
Learn how these solutions help maintain farm operations, manage complex family dynamics, and safeguard the financial future of farming families. Robert also shares his personal experience with the Tax-Free Zone and highlights its importance for business owners and farmers alike. Read more in the recent Country Guide article: https://www.country-guide.ca/features/getting-life-insurance-to-work-for-you-and-your-farms-liquidity/
Whether you're planning for the future of your farm or looking for practical financial tools, this episode is packed with valuable advice. Plus, connect with Derryn at the Convergence Conference in Regina, February 4–6, 2025 (https://www.convergence.ag/). Additionally, you can reach Derryn on the AGvisorPRO app. (https://link-app.agvisorpro.com/shrosbree-derryn-420)
If you want to have a deeper discussion with any of the experts featured in this podcast, download the AGvisorPRO app today for free.
https://link-app.agvisorpro.com/AGvisorPOD
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