Expert Advice By Equitable Bank

This Expert Advice from Equitable Bank, Canada’s Challenger BankTM, will offer practical insight into unique wealth solutions and planning strategies to help clients navigate the uncertain environment – and meet their diverse needs.

How are Equitable Bank’s insurance lending solutions unique from other lenders?

Expert Advice

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How are Equitable Bank’s insurance lending solutions unique from other lenders?

Learn why Immediate Financing Arrangements can be the right strategy for affluent clients.

November 21, 2022

4 min read

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Equitable Bank

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Debunking Myths About IFAs

Many Canadians fail to consider Immediate Financing Arrangements (IFAs) when structuring their estates or supplementing their insurance coverage. Why? Because they assume IFAs are difficult to understand. To help educate your clients, we’ve assembled a list of frequently asked questions – and answers – about the many advantages of IFAs.

June 13, 2022

4 min read

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Equitable Bank

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Can IFAs help broach the insurance conversation with your clients?

If talking about life insurance can be awkward, an Immediate Financing Arrangement (IFA) can help soften the conversation and diminish the financial burden on your clients. Our actionable 4-step process makes it easy for Advisors to initiate this discussion and effectively position the long-term benefits.

May 16, 2022

4 min read

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Equitable Bank

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How can clients balance inflation vs. the cost of life insurance?

Rising inflation can impact cash flows for many Canadians, as well as the affordability of life insurance. It’s at such times that Advisors may need to offer creative solutions to meet their clients’ insurance needs—while still effectively managing their finances.1

April 11, 2022

4 min read

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Can clients use an IFA to combat inflation?

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Can clients use an IFA to combat inflation?

With inflation spiralling out of control, insurance premiums are on the march higher, along with other costs. At this critical time, many Canadians can benefit from a creative solution to protect their loved ones—and their cash flow.1

March 14, 2022

3 min read

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Equitable Bank
Do your clients need an IFA to reduce estate taxes?

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Do your clients need an IFA to reduce estate taxes?

Many Canadians want to optimize their children’s inheritance. Learn how to reduce their estate tax bill with an Immediate Financing Arrangement (IFA) on a whole life insurance policy.1

February 14, 2022

3 min read

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Equitable Bank
How to Grow Your Insurance Book with CSV Lines of Credit?

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How to Grow Your Insurance Book with CSV Lines of Credit?

PAID CONTENT Sure-fire opportunities When clients undergo significant life events, their need for insurance coverage often grows accordingly. Marriage, home ownership, parenthood – any number of transitions could drive them to seek extra protection, and the result is an interesting opportunity for advisors as well. Using a niche lending solution known as a CSV Line […]

September 20, 2021

3 min read

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Equitable Bank
Why Add CSV Lines of Credit to Your Product Shelf?

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Why Add CSV Lines of Credit to Your Product Shelf?

Learn about key advantages.

August 16, 2021

4 min read

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Equitable Bank