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.

 

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. 

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

--

The Institute

Financial Planning

1.00

Product Knowledge

--

FSRA

Life and/or A&S

1.00

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