The Benefits Corner: Episode 5-The Partner Podcast

from Success Leaves Clues with Robin Bailey and Al McDonald · host Starting with One 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.

Episode metadata supplied by the publisher feed · Published May 13, 2018

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The Benefits Corner: Episode 5-The Partner Podcast

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This episode is 15 minutes long.

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This episode was published on May 13, 2018.

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