Maximize Opportunities: Insurance Lending as a Key to Growing Your Business

By Equitable Bank with CE Corner

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, 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 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’ll 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.