This Expert Advice series from Manulife Bank explores the benefits of strategic lending solutions involving permanent life insurance. Clients, and often their advisors too, aren’t always aware of the practical applications of cash surrender value lending. As a leader in leveraging this strategy, Manulife Bank looks at how advisors can use it to better help serve the financing needs of their high-net-worth clients.
December 13, 2021Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to give clients the best of both worlds.
Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how to foresee borrowing requirements and recommend a convenient way to fill them.
Victor Stranges, National Leader, Private Banking with Manulife Bank, answers common questions you and your clients have about an IRP.
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how cash surrender value can help create an income stream.
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, dispels eight myths surrounding this line of credit approach.
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.
This series from BMO Global Asset Management details buffer ETFs, which are a unique risk management tool that can complement equity portfolios.
This series from Skyline Wealth highlights the benefits of private alternative investments in an ever-changing financial landscape. Skyline Wealth Management Inc. (“Skyline Wealth”) connects portfolio…
This series from Desjardins Group provides simple, holistic strategies that can help your clients. Since Desjardins was founded in 1900, the organization has always taken…
This new series explores how our industry is evolving to better meet the needs of advisors and clients.
