Insurance Lending: Level Up Your Knowledge to Unlock Its Potential
By Equitable Bank with CE Corner
Discover how insurance lending can take your client’s financial plan — and your practice — to the next level. In this webinar, Michael Pilz, Equitable Bank’s National Sales Head, Insurance Lending, provides an overview of Equitable Bank’s Insurance Lending Solutions, with insight into the types of clients they serve best.
You will get a deep dive into current market trends, the interest rate environment, and their impact on insurance lending opportunities. Real-life case studies will demonstrate how your clients can leverage their whole life policy to optimize cash flow and increase access to liquidity.
Advisors will leave with a firm understanding of insurance lending, what type of borrower is suitable, underwriting considerations, how to incorporate insurance lending into their practice, and how it can serve as an important tool in their clients' portfolios and their business.

Accreditation Details
Accreditation body
Competency
Credits
ICM
Life Insurance
1.00
General Insurance
--
Adjuster
--
The Institute
Product Knowledge
1.00
Practice Management
--
Financial Planning
--
Insurance Council of BC
Accident and Sickness
--
General Insurance
--
Life Insurance
1.00
ICS
Life Insurance
1.00
Alberta Accreditation Committee
Life Insurance
1.00