This Expert Advice from Equitable Bank, Canada’s Challenger BankTM, will offer practical insight into unique wealth solutions and planning strategies to help clients navigate the uncertain environment – and meet their diverse needs.
November 21, 2022Learn why Immediate Financing Arrangements can be the right strategy for affluent clients.
Many Canadians fail to consider Immediate Financing Arrangements (IFAs) when structuring their estates or supplementing their insurance coverage. Why? Because they assume IFAs are difficult to understand. To help educate your clients, we’ve assembled a list of frequently asked questions – and answers – about the many advantages of IFAs.
PAID CONTENT Talking to your clients about the benefits of an IFA When talking to your clients about their overall financial plan, some topics are easier to discuss than others—and insurance is often at the bottom of the list. An Immediate Financing Arrangement (IFA) can help ease into this challenging topic, setting the stage for […]
Rising inflation can impact cash flows for many Canadians, as well as the affordability of life insurance. It’s at such times that Advisors may need to offer creative solutions to meet their clients’ insurance needs—while still effectively managing their finances.1
With inflation spiralling out of control, insurance premiums are on the march higher, along with other costs. At this critical time, many Canadians can benefit from a creative solution to protect their loved ones—and their cash flow.1
Many Canadians want to optimize their children’s inheritance. Learn how to reduce their estate tax bill with an Immediate Financing Arrangement (IFA) on a whole life insurance policy.1
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