Expert Advice

What are advisors’ common misconceptions about insurance lending?

Expert Advice

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What are advisors’ common misconceptions about insurance lending?

Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, dispels eight myths surrounding this line of credit approach.

July 28, 2021

3 min read

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Why should you incorporate insurance lending into your practice?

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Why should you incorporate insurance lending into your practice?

Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses why this solution can be an important part of a client’s financial plan.

July 21, 2021

3 min read

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How to Cover Retirement Shortfalls with CSV Lines of Credit?

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How to Cover Retirement Shortfalls with CSV Lines of Credit?

The average lifespan of Canadians has increased dramatically in recent decades, and there’s a budding concern about maintaining quality of life through the Golden Years. To this end, Equitable Bank’s CSV FLEX Line of Credit offers a tax-efficient source of cash for Canadians with a whole life insurance policy.

July 19, 2021

4 min read

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Equitable Bank
How can CSV Lines of Credit bridge the “premium offset” gap?

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How can CSV Lines of Credit bridge the “premium offset” gap?

PAID CONTENT Canadians who own a whole life insurance policy often buy in with the expectation that policy dividends will eventually cover their entire premium amount. This “premium offset” scenario is useful for Advisors looking to manage cash flow within their client’s financial plan, yet there’s a potential roadblock that many fail to consider: What […]

June 14, 2021

3 min read

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Equitable Bank