Home    Webinar   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:

  1. Acquire life insurance now, but negatively impact liquidity and cashflow
  2. 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.

This webinar, 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:
Michael Pilz, Head, National Sales, CSV Lending, Equitable Bank

Register Now and get FP Canada and IIROC CE credits (pending approval)*

* Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to The Institute, FP Canada, and IIROC for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.

About the presenters

Tim Holley
National Accounts Manager, Equitable Bank
Michael Pilz

Head, National Sales, CSV Lending, Equitable Bank

Brought to you by

Equitable Bank

So how does it work?

Here’s how to get your CE Credits:

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.

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.

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.

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.

CE accreditation powered by

This webinar is an exclusive benefit for Advisor’s Edge readers. It is produced by Newcom Media’s content services team in collaboration with Equitable Bank. CE accreditation is powered by CE Corner. If you have any questions, please email: annachristina@newcom.ca