Maximize opportunities: Insurance lending as a key to growing your business

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Gain a firm understanding of how insurance lending products can serve as important tools in your client’s portfolio—and your business.

In this webinar that aired live on Thursday April 25^th at 1:00PM 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.

Plus, he is be joined by Laura Klaehn, President of Vision Financial Partners and Michael Occhipinti, Insurance Advisor at SafeBridge Private Wealth, two experienced advisors in the insurance space who answer questions about their experience, current trends, how to identify clients, and tips for growing your business.

Advisors will leave armed with tips from leading insurance lending experts on what type of borrower is suitable, underwriting considerations, and how to incorporate insurance lending solutions into their practice.

Presented by:
Michael Pilz, Head, National Sales, Insurance Lending, Equitable Bank

Joined by:
Laura Klaehn, President, Vision Financial Partners
Michael Occhipinti, Insurance Advisor, SafeBridge Private Wealth

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 Thursday, April 25th 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 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 presenters

Michael Pilz

Head, National Sales, Insurance Lending, Equitable Bank

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Michael Pilz is a skilled and passionate financial services sales professional. His 20 years of experience have provided him with specialized knowledge in insurance, investments and lending, previously working at Great West Life and BMO Life Assurance Co, IA Clarington, and BMO Nesbitt Burns. Michael is dedicated to working with advisors to deliver meaningful solutions to their clients, and makes it a priority to build and strengthen relationships within the advisor network.

Joined by

Laura Klaehn

President, Vision Financial Partners

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Laura Klaehn, a seasoned professional with 33 years in the field, runs her own firm and holds multiple financial designations. She is an active board member for CALU and a previous board member of Advocis Toronto Chapter. She works nationally on advanced cases with other financial advisors.

Michael Occhipinti

Insurance Advisor, SafeBridge Private Wealth

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Michael has been an Insurance Advisor at SafeBridge Private Wealth since 2018.Michael focuses on driving intelligent financial decisions and optimizing tax strategies through strategic Insurance planning, benefiting individuals, families, and business owners alike. Michael works with an array of professionals who assist in this process.

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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Maximize opportunities: Insurance lending as a key to growing your business

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