Unlock Tax-Free Cash from Whole Life Insurance

By Equitable Bank with Newcom Media Inc

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.

Credits pending - ICS

 

Unlock Tax-Free Cash from Whole Life Insurance

Accreditation Details

Accreditation body
Competency
Credits

ICM

Life Insurance

1.00

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

--

Financial Planning

1.00

Practice Management Credits

--

The Institute

Financial Planning

1.00

Product Knowledge

--

Course Type:

Web Link

Passing Grade:

10/12 (83%)

Brought to you by:

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