Discover How Insurance Lending Can Take Your Client’s Financial Plan — and Your Practice — to the Next Level

By Equitable Bank with CE Corner

Michael Pilz, Equitable Bank’s national sales head, insurance lending, will provide 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 and the interest rate environment, and their impact on insurance lending opportunities 

• real-life case studies demonstrating how your clients can leverage their whole life policies 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 insurance lending into their practices, and how it can serve as an important tool in their businesses and clients' portfolios.

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.