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Whole life insurance: safeguard your clients’ retirement plan with CSV lines of credit

Wednesday, March 31, 2021 at 1:00 PM (ET)

Watch now and earn CE credits

Canadians on the brink of retirement often face hard choices about when to start drawing down their savings. Some want to help their adult children with the down payment on a first home, while others need to finance urgent and expensive medical bills. Equitable Bank’s CSV Line of Credit Suite offers an alternate sources of liquidity to balance these trade-offs, using the Cash Surrender Value (CSV) of a whole life insurance policy from one of several approved carriers as collateral. Borrowers will gain access to a “living benefit” from their policy, giving them the freedom to supplement core assts in their retirement years, when and where it’s needed. 

In this webinar that was recorded on Wednesday, March 31 at 1:00 pm ET, presented by Equitable Bank, we will dive deeper into the product details, use cases and three distinct client types to help segment your book. Advisors will find the CSV lines of credit a valuable tool not only for deepening client relationships, but also for preserving AUM within their book. 

Presented by:

  • Damon Knights, Head of Wealth Solutions Group, Equitable Bank
  • Michael Pilz, Head, National Sales, CSV Lending, Equitable Bank

Need CE credits?

For those who missed the live webinar on Wednesday, March 31 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 IIROC, FP Canada and The Institute. CE accreditation is powered by CE Corner.

If you attended the live webinar on Wednesday, March 31st at 1pm ET, 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 continuing.education@Newcom.ca.

About the speakers

Damon Knights is the Head of the Wealth Solutions Group at Equitable Bank, responsible for the profitable growth of lending and deposit products distributed via wealth channels. He has over 10 years of retail banking management experience covering a broad range of products, including mortgages, credit cards, and deposit products distributed across various channels.

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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Sponsored by

Equitable Bank

CE Credits

How does it work?

CE accreditation powered by

CE Corner Website

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.

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.

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.

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.

Watch now and earn CE credits

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