Optimize cash-flow and life insurance with an immediate financing arrangement

A powerful financial tool when used correctly, an Immediate Financing Arrangement (IFA) can help clients acquire additional life insurance policies while keeping their liquidity intact for short or medium-term cashflow needs.

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

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

In this webinar that aired live on Wednesday, January 26, 2022 at 1:00 pm ET, 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 that IFA lending is a valuable tool for deepening client relationships, and for growing their books!

Presenter by:
Tim Holley, National Account Manager, Wealth Solutions Team, Equitable Bank
Michael Pilz, Head, National Sales, CSV Lending, Equitable Bank

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Tuesday, May 9, 2023 at 1:00 pm ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner.

If you attended the live webinar, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.

About the presenters

Tim Holley

National Accounts Manager, Equitable Bank

Michael Pilz

Head, National Sales, CSV Lending, Equitable Bank

CE Credits

How does it work?

CE accreditation powered by

1 Register for the webinar 2 Attend the webinar 3 Go to CE Corner 4 Missed the webinar?

1 Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

Watch now and earn CE credits

2 Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

3 Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate. If you have questions, please contact support@cecorner.ca.

4 Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.

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Optimize cash-flow and life insurance with an immediate financing arrangement

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About the presenters

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