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How can life insurance lending lead to a more lucrative retirement?

Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how cash surrender value can help create an income stream.

August 18, 2021

3 min read

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Why Add CSV Lines of Credit to Your Product Shelf?

Expert Advice

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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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What are advisors’ common misconceptions about insurance lending?

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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?

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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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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Where can Canadians find a U.S. HISA safe haven that pays 1% interest?

Damon Knights, Vice President, Sales and Distribution, Personal Banking, discusses how Equitable Bank continues to challenge the status quo with their new leading U.S. HISA solution to help wake up sleepy US dollars at a time when market opportunity is ripe.

May 31, 2021

3 min read

Partner Content

How can life insurance lending lead to a more lucrative retirement?

Sponsored by

Why Add CSV Lines of Credit to Your Product Shelf?

Sponsored by

What are advisors’ common misconceptions about insurance lending?

Sponsored by

Why should you incorporate insurance lending into your practice?

Sponsored by

How to Cover Retirement Shortfalls with CSV Lines of Credit?

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How can structured notes benefit investors?

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

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Where can Canadians find a U.S. HISA safe haven that pays 1% interest?

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Get clients retirement ready amid a pandemic

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Putting ESG at the centre of investing