Unlock Tax-Free Cash from Whole Life Insurance
By Equitable Bank with CE Corner
A niche and often misunderstood tool, Cash Surrender Value (CSV) Lines of Credit can help you unlock tax-free cash for clients who have immediate liqudity needs but want to keep their retirement savings intact and growing.
This course 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.
Professional Responsibility Credits
Product Knowledge Credits
Practice Management Credits