Insurance lending: Level up your knowledge to unlock its potential

Discover how insurance lending can take your client’s financial plan—and your practice—to the next level.

In this webinar that aired live on Wednesday, April 26, 2023 at 1:00 PM ET, Michael Pilz, Equitable Bank’s National Sales Head, Insurance Lending, provides an overview of Equitable Bank’s Insurance Lending Solutions, with insight into the types of clients they serve best.

You will get a deep dive into current market trends, the interest rate environment, and their impact on insurance lending opportunities. Real life case studies will demonstrate how your clients can leverage their whole life policy to optimize cash flow and increase access to liquidity.

Advisors will leave with a firm understanding of insurance lending, what type of borrower is suitable, underwriting considerations, how to incorporate it into your practice, and how it can serve as an important tool in your client’s portfolio and your business.

Presenter:

Michael Pilz, Head, National Sales, Insurance Lending, Equitable Bank

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Wednesday, April 26, 2023 at 1:00 PM ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from ICM, ICS, AAC and The Institute. CE accreditation is powered by CE Corner.

If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from ICM, ICS, AAC and The Institute is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

About the presenter

Michael Pilz

Head, National Sales, Insurance Lending, Equitable Bank

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Michael is a dedicated, skilled and passionate Financial Services Sales professional. His 20 years of experience have provided him with specialized knowledge in insurance, investments and lending. He is dedicated to working with advisors to deliver meaningful solutions to their clients. Michael makes it a priority to build and strengthen relationships within the advisor network.

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CE Credits

How does it work?

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1 Register for the webinar 2 Attend the webinar 3 Go to CE Corner 4 Missed the webinar?

1 Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

2 Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

3 Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate. If you have questions, please contact support@cecorner.ca.

4 Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.

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Insurance lending: Level up your knowledge to unlock its potential

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