The QFS Edge

Podcast by QFS

englanti

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Welcome to the QFS Edge Podcast – where financial professionals gain an edge over their competition. Join the Advanced Planning team from Qualified Financial Services, Scott Edgington and Tony Gallippi, as they break down the latest financial planning trends, strategies, and insights. From tax and estate strategies to the role of individual insurance in personal and corporate settings, they cover what matters most to advisors. Whether you're experienced or just starting out, Tony and Scott will help you navigate industry complexities and help you help your clients.

Kaikki jaksot

4 jaksot

Are Insured Annuities Making a Comeback?

With many Canadians shifting their focus from growth to guaranteed income and estate planning, the insured annuity strategy is gaining traction once again. We’ll explore: - How insured annuities work (life annuity + permanent insurance) - Which clients benefit most — and why timing matters - A real-life case study that shows the potential boost in net after-tax cash flow - Corporate vs. personal insured annuity considerations Don’t miss this opportunity to refresh your approach to retirement income planning with Tony and Scott.

16. heinä 2025 - 51 min

Accessing the Cash Values in Your Life Insurance Policy: A Guide to Liquidity Options

Accessing the cash value in a life insurance policy can be a smart liquidity solution, but the method matters. From partial withdrawals to policy and collateral loans, each option carries unique benefits and tax considerations.Join us to explore practical strategies and help your clients make informed decisions.Hosted by Scott Edgington and Tony Gallippi, Directors of Advanced Planning at QFS.

9. kesä 2025 - 57 min

QFS Edge Extra

Join us for a lively conversation with Empire Life’s Peter Wouters. Peter shares his insights learned from over 30 years of educating financial advisors.

6. touko 2025 - 1 h 2 min

The Benefits of a Corporate (Secondary) Will

Please join Tony and Scott as they discuss the advantages of corporate wills.

26. helmi 2025 - 46 min

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