This Expert Advice from Equitable Bank, Canada’s Challenger BankTM, will offer practical insight into unique wealth solutions and planning strategies to help clients navigate the uncertain environment – and meet their diverse needs.
July 19, 2021
This Expert Advice from Equitable Bank, Canada’s Challenger BankTM, will offer practical insight into unique wealth solutions and planning strategies to help clients navigate the uncertain environment – and meet their diverse needs.
July 19, 2021The average lifespan of Canadians has increased dramatically in recent decades, and there’s a budding concern about maintaining quality of life through the Golden Years. To this end, Equitable Bank’s CSV FLEX Line of Credit offers a tax-efficient source of cash for Canadians with a whole life insurance policy.
PAID CONTENT Canadians who own a whole life insurance policy often buy in with the expectation that policy dividends will eventually cover their entire premium amount. This “premium offset” scenario is useful for Advisors looking to manage cash flow within their client’s financial plan, yet there’s a potential roadblock that many fail to consider: What […]
Damon Knights, Vice President, Sales and Distribution, Personal Banking, discusses how Equitable Bank continues to challenge the status quo with their new leading U.S. HISA solution to help wake up sleepy US dollars at a time when market opportunity is ripe.
Equitable Bank’s CSV FLEX Line of Credit allows Canadians to borrow against the cash surrender value (CSV) of participating whole life insurance policies. Clients can turn this hidden nest egg into a “living benefit,” adding cash to supplement retirement plans and push out their withdrawal schedule.
Equitable Bank has created an “IFA Lite” strategy, which provides strategic, tax-free access to the cash surrender value (CSV) of a whole life insurance policy.
Equitable Bank discusses a practical, unique CSV Leveraging solution for Baby Boomers to unlock tax-free cash to help the next generation buy homes – all while keeping their whole life insurance policies intact.
This Expert Advice series from Manulife Bank explores the benefits of strategic lending solutions involving permanent life insurance. Clients, and often their advisors too, aren’t…
This series from Desjardins Group provides simple, holistic strategies that can help your clients. Since Desjardins was founded in 1900, the organization has always taken…
This Expert Advice from Canada Life™ will answer questions about how Canada Life is helping advisors provide customized term insurance for their clients and help…
This Expert Advice series from Canada Life takes a closer look at the company’s wealth business—including how their insurance offering puts them in a unique…