Tony Gallippi, B.A.S (Hons.), CFP, CLU4 days ago4 minRRIF Estate Transfer StrategyWhen your RRSP/RRIF income is not needed. For many Canadians, contributing to an RRSP is an effective way to build a retirement nest egg....
Tony Gallippi, B.A.S (Hons.), CFP, CLUNov 23, 20227 minThe Importance of a Cover Letter: Selling the Case to the UnderwriterIn my previous 3 articles, we explored the many insurance opportunities we find when working in the business owner marketplace. The...
Tony Gallippi, B.A.S (Hons.), CFP, CLUOct 26, 20226 minCorporate Insurance Opportunities in the Growth/Mature Phase of the Business CycleIn the previous article (published Sept 15, 2022), we explored the most common insurance opportunities we find in the development/growth...
Tony Gallippi, B.A.S (Hons.), CFP, CLUSep 29, 20225 minCorporate Insurance Opportunities in the Development/Growth Phase of the Business CycleIn the previous article (published Aug 15, 2022) we covered the importance of getting to know your business owner prospects desires,...