Tag Archives: Estate Planning

The Benefits Corner: Episode 10-Louis Isabella CPA, CA, MBA

Can you believe we’re at 10 episodes already?  Ok, number 10 is a special episode as we have on Chartered Accountant Louis Isabella.  Louis’ career spans over 20 years and he has significant expertise in working with small-medium size businesses.  In this episode, Louis talks to us about areas business owners need to be on the lookout for, his proven process he uses with his clients, and some ways for businesses to mitigate risk within the company.  Finally, Louis shares his thoughts on why he went the non-traditional route with his employee benefits program and why he couldn’t be happier.  I really enjoyed this conversation and I hope you do too.  Enjoy! RB

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.