In this webinar replay, that was recorded on Thursday, September 7, 2023 at 1:00 pm ET, Michael Pilz, Equitable Bank’s National Sales Head, Insurance Lending, has provided 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 and the interest rate environment, and their impact on insurance lending opportunities
  • Real life case studies demonstrating 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 it into your practice, and how it can serve as an important tool in your client’s portfolio and your business.

Michael Pilz, Head, National Sales, Insurance Lending, Equitable Bank

Need CE credits?

For those who missed the live webinar, the recording is available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from ICM, ICS, AAC and The Institute (credits pending approval)*. CE accreditation is powered by CE Corner.

If you attended the live webinar on Thursday, September 7, 2023 at 1pm ET, you will receive an email notification from CE Corner when your CE certificate is ready.