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How can whole life insurance optimize clients’ RRSP, CPP & OAS?

Expert Advice

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How can whole life insurance optimize clients’ RRSP, CPP & OAS?

Equitable Bank’s CSV FLEX Line of Credit allows Canadians to borrow against the cash surrender value (CSV) of participating whole life insurance policies. Clients can turn this hidden nest egg into a “living benefit,” adding cash to supplement retirement plans and push out their withdrawal schedule.

May 3, 2021

4 min read

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Equitable Bank
Where can Canadians find cash flexibility in an uncertain economy?

Expert Advice

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Where can Canadians find cash flexibility in an uncertain economy?

Equitable Bank has created an “IFA Lite” strategy, which provides strategic, tax-free access to the cash surrender value (CSV) of a whole life insurance policy.

April 19, 2021

3 min read

Sponsored by
Equitable Bank
Why Canada Life My Term is the best term choice for your clients

Expert Advice

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Why Canada Life My Term is the best term choice for your clients

Learn how Canada Life™ is making term life insurance more customizable than ever before

April 6, 2021

3 min read

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Women in Leadership – Edward Jones Canada

Partner Content

Women in Leadership – Edward Jones Canada

Interview with Andrea Andersen, General Partner and Financial Advisor, Western Canada Area Leader, Edward Jones Canada

March 29, 2021

5 min read