News and resources for Canada's top financial advisors
Est. 1998
Expert Advice
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
3 min read
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
Frederick Tremblay, Director, Equity Derivatives and Structured Products, Desjardins Group, discusses the added value of structured notes in a portfolio.
June 21, 2021
5 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
Industry Insights
Canada Life Risk-Managed Portfolios offer a managed solution for a smoother investor experience.
May 18, 2021
Environment, social and governance performance is about risk management and resiliency, says Manulife Investment Management.
May 10, 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
Learn how Canada Life™ is making term life insurance more customizable than ever before
April 6, 2021
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