Louis Isabella, CPA, talks with Al & Robin about the little known and often under-utilized Registered Disability Savings Plan (RDSP) and its very unique features & advantages. Learn how it could apply to your situation.
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.