Expert Advice By Manulife Bank

This Expert Advice series from Manulife Bank explores the benefits of strategic lending solutions involving permanent life insurance. Clients, and often their advisors too, aren’t always aware of the practical applications of cash surrender value lending. As a leader in leveraging this strategy, Manulife Bank looks at how advisors can use it to better help serve the financing needs of their high-net-worth clients.

Expert Advice

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How to incorporate insurance lending into your clients’ annual financial checkups

Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how annual reviews can reveal opportunities for strategic borrowing.

December 13, 2021

3 min read

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Expert Advice

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What are the top 10 things advisors must know about insurance lending?

Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how to help clients turn their permanent life insurance into a versatile asset.

December 6, 2021

3 min read

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Expert Advice

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What are the most important factors when selecting an IFA provider?

Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, talks about what to look for when putting in place an Immediate Financing Arrangement.

November 22, 2021

3 min read

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Expert Advice

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What are advisors’ frequently asked questions about CSV lending products?

Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, explains some of the nuances of these products.

November 15, 2021

3 min read

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