The Benefits Corner: Episode 5-The Partner Podcast



In this episode my business partners Al McDonald and Joe Ferreira join me on The Benefits Corner.  Al speaks to us about his role at Life & Legacy Advisory Group that includes Financial Planning, Estate Planning and as well as a new tool that he’s using with his clients.  Joe fills us in on what Living Benefits are and why they’re important.  The guys also talk to us about how they’ve created lifetime relationships with their clients.


Leave a Reply

*