Home Breadcrumb caret webinar Breadcrumb caret Investments Breadcrumb caret Market Insights Breadcrumb caret Products Paid Content ? What is Paid Content? Paid Content is content provided by firms wishing to reach financial professionals. Advisor.ca journalists are not involved in producing this content. Contact us for more information. Optimize cash-flow and life insurance with an immediate financing arrangement Wednesday, January 26, 2022 at 1:00 PM (ET) Watch now and earn CE credits Brought to you by A powerful financial tool when used correctly, an Immediate Financing Arrangement (IFA) can help clients acquire additional life insurance policies while keeping their liquidity intact for short or medium-term cashflow needs. When it comes to life insurance, many Canadians are often left with a difficult choice: Acquire life insurance now, but negatively impact liquidity and cashflow Proceed with inadequate life insurance coverage and fail to provide adequate security for their loved ones Enter the Immediate Financing Solution – a lending product that enables whole life policy-owners to borrow back 100% of their premiums on an annual basis. The benefit is two-fold: clients are able to purchase additional life insurance – either to protect their loved ones or to structure their estates – and borrow back the entire amount to remain liquid. In this webinar that aired live on Wednesday, January 26, 2022 at 1:00 pm ET, will dive deeper into the product details and use cases, as well as other CSV lending options that may be more suitable for certain borrowers. Advisors will find that IFA lending is a valuable tool for deepening client relationships, and for growing their books! Presenter by:Tim Holley, National Account Manager, Wealth Solutions Team, Equitable BankMichael Pilz, Head, National Sales, CSV 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 Tuesday, May 9, 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 FP Canada and IIROC. 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 FP Canada and IIROC 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 Tim Holley National Accounts Manager, Equitable Bank Michael Pilz Head, National Sales, CSV Lending, Equitable Bank Save Stroke 1 Print Group 8 Share LI logo Warning: Undefined variable $seperate_timezone in /sites/uat.advisor.ca/files/wp-content/themes/advisor/templates/content-webinar-footer.php on line 64 Related Webinars Market Insights What is the future of ESG? Wednesday, May 8, 2024 at 1:00 PM ET This virtual roundtable replay will discuss how ESG will adapt for the future and what investment products and themes could emerge. Sponsored by Watch now and earn CE credits → → Market Insights Maximize opportunities: Insurance lending as a key to growing your business Thursday, April 25, 2024 at 1:00 PM ET Gain a firm understanding of how insurance lending products can serve as important tools in your client’s portfolio—and your business. Sponsored by Watch now and earn CE credits → → Market Insights The opportunities in real estate investing with Hazelview Investments Wednesday, March 27, 2024 at 1:00 PM ET As 2023 drew to a close, REITs experienced a significant rally, sparking intrigue among investors following a period of subdued performance driven by weight of higher interest rates. What lies ahead for the asset class in 2024? Sponsored by Watch now and earn CE credits → →
Paid Content ? What is Paid Content? Paid Content is content provided by firms wishing to reach financial professionals. Advisor.ca journalists are not involved in producing this content. Contact us for more information. Optimize cash-flow and life insurance with an immediate financing arrangement Wednesday, January 26, 2022 at 1:00 PM (ET) Watch now and earn CE credits Brought to you by A powerful financial tool when used correctly, an Immediate Financing Arrangement (IFA) can help clients acquire additional life insurance policies while keeping their liquidity intact for short or medium-term cashflow needs. When it comes to life insurance, many Canadians are often left with a difficult choice: Acquire life insurance now, but negatively impact liquidity and cashflow Proceed with inadequate life insurance coverage and fail to provide adequate security for their loved ones Enter the Immediate Financing Solution – a lending product that enables whole life policy-owners to borrow back 100% of their premiums on an annual basis. The benefit is two-fold: clients are able to purchase additional life insurance – either to protect their loved ones or to structure their estates – and borrow back the entire amount to remain liquid. In this webinar that aired live on Wednesday, January 26, 2022 at 1:00 pm ET, will dive deeper into the product details and use cases, as well as other CSV lending options that may be more suitable for certain borrowers. Advisors will find that IFA lending is a valuable tool for deepening client relationships, and for growing their books! Presenter by:Tim Holley, National Account Manager, Wealth Solutions Team, Equitable BankMichael Pilz, Head, National Sales, CSV 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 Tuesday, May 9, 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 FP Canada and IIROC. 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 FP Canada and IIROC 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 Tim Holley National Accounts Manager, Equitable Bank Michael Pilz Head, National Sales, CSV Lending, Equitable Bank Save Stroke 1 Print Group 8 Share LI logo Warning: Undefined variable $seperate_timezone in /sites/uat.advisor.ca/files/wp-content/themes/advisor/templates/content-webinar-footer.php on line 64