Episode 85: Power Plays & Pension Strategies - Elevating Business Owner Planning

How can advisors power up their business owner conversations and unlock new insurance and pension opportunities? In this high-energy episode, Leo Deblois, Pension Analyst and Business Development Advisor at SFL Wealth Management, joins us to break down how Executive Pension Plans (EPPs) can simplify retirement planning, create major tax efficiencies, and open the door to powerful cross-selling opportunities in the corporate market.

Drawing from his background as a competitive hockey goalie, Leo shares how advisors can make “high percentage plays” with EPPs, demystify pension planning, and drive success for both their business owner clients and their own practices.

Whether you’re looking to sharpen your game or find new pathways into corporate insurance cases, this conversation is packed with practical insights you won’t want to miss!