News and resources for Canada's top financial advisors
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, dispels eight myths surrounding this line of credit approach.
July 28, 2021
3 min read
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses why this solution can be an important part of a client’s financial plan.
July 21, 2021
The 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.
July 19, 2021
4 min read
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 […]
June 14, 2021
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.
May 31, 2021
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.
May 3, 2021
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.
April 19, 2021
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.
March 15, 2021
Solène Hanquier, Senior Advisor, Responsible Investment with Desjardins Global Asset Management, discusses ways to influence corporate decisions and actions.
November 23, 2020
Deborah Debas, Responsible Investment Specialist with Desjardins Group, looks at the importance of diversity and inclusion at the top.
October 26, 2020