Unlock Tax-Free Cash from Whole Life Insurance
By Equitable Bank with CE Corner
A niche and often misunderstood tool, Cash Surrender Value (CSV) Lines of Credit can help you unlock tax-free cash for clients who have immediate liquidity needs but want to keep their retirement savings intact and growing.
This course will dive deeper into the product details, use cases, and three distinct client types to help segment your book. Advisors will find CSV lines of credit a valuable tool not only for deepening client relationships but also for preserving AUM within their books.
In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.
Accreditation Details
Accreditation body
Competency
Credits
ICM
Life Insurance
1.00
FP Canada
Professional Responsibility
--
Product Knowledge
--
Financial Planning
1.00
Practice Management
--
The Institute/IAFE
Financial Planning
--
Product Knowledge
1.00
FSRA
Life and/or A&S
1.00
ICBC
Accident and Sickness
--
General Insurance
--
Life Insurance
0.75
ICS
Life Insurance
1.00
Course Type:
Web Link
Passing Grade:
10/12 (83%)
