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How high-net-worth clients can leverage insurance to enhance cash flow

Manulife Bank strategies to address growing insurance needs while freeing funds for investing.

January 16, 2023 | Last updated on October 10, 2023

1 min read

Older couple smiling at each other, with snow in the air

How can you facilitate the purchase of needed permanent life insurance for a high-net-worth client who might otherwise forego the insurance and purchase an investment instead? This case study looks at Michael* — a successful cardiovascular surgeon — who’s looking to fill his substantial permanent life insurance needs while minimally impacting cash flow for his investment goals. Find out how Manulife Bank lending solutions can help.

*Sample case for illustration purposes only.

Manulife Bank

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