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September 01, 2021Using the Qualified Leverage Strategy (QLS) with Phil Spalding & Wealthpoint20 minutesPlayEpisode Take-aways:• The history of QLS – what it is and isn’t.• How premium financing and charitable planning compliment QLS.• Which clients are the best fit for QLS?Guest: Phil F. Spalding Jr., Partner & QLS Founder, Wealthpoint...moreShareView all episodesBy NFP544 ratingsSeptember 01, 2021Using the Qualified Leverage Strategy (QLS) with Phil Spalding & Wealthpoint20 minutesPlayEpisode Take-aways:• The history of QLS – what it is and isn’t.• How premium financing and charitable planning compliment QLS.• Which clients are the best fit for QLS?Guest: Phil F. Spalding Jr., Partner & QLS Founder, Wealthpoint...more
Episode Take-aways:• The history of QLS – what it is and isn’t.• How premium financing and charitable planning compliment QLS.• Which clients are the best fit for QLS?Guest: Phil F. Spalding Jr., Partner & QLS Founder, Wealthpoint
September 01, 2021Using the Qualified Leverage Strategy (QLS) with Phil Spalding & Wealthpoint20 minutesPlayEpisode Take-aways:• The history of QLS – what it is and isn’t.• How premium financing and charitable planning compliment QLS.• Which clients are the best fit for QLS?Guest: Phil F. Spalding Jr., Partner & QLS Founder, Wealthpoint...more
Episode Take-aways:• The history of QLS – what it is and isn’t.• How premium financing and charitable planning compliment QLS.• Which clients are the best fit for QLS?Guest: Phil F. Spalding Jr., Partner & QLS Founder, Wealthpoint