Optimize Cashflow and Life Insurance with an Immediate Financing Arrangement

By Equitable Bank with CE Corner

When it comes to life insurance many Canadians are often left with a difficult choice:

1. Acquire life insurance now, but negatively impact liquidity and cashflow.

2. 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.

This recorded webinar 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 the IFA lending is a valuable tool for deepening client relationships and for growing their books. 

Optimize Cashflow and Life Insurance with an Immediate Financing Arrangement

Accreditation Details

Accreditation body
Competency
Credits

FP Canada

Financial Planning

--

Practice Management

--

Product Knowledge Credits

1.00

Professional Responsibility Credits

--

The Institute

Financial Planning

1.00

Product Knowledge

--

IIROC Cycle 9

Compliance

--

Professional Development

1.00

Course Type:

Video

Passing Grade:

10/12 (83%)

Categories:

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)
  • CANADIAN INDERWRITER