Debunking Myths About IFAs
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…
Latest news in Expert Advice
Can IFAs help broach the insurance conversation with your clients?
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…
- By: Equitable Bank
- May 16, 2022 May 11, 2022
- 08:00
How can clients balance inflation vs. the cost of life insurance?
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…
- By: Equitable Bank
- April 11, 2022 April 7, 2022
- 08:45
Can clients use an IFA to combat inflation?
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…
- By: Equitable Bank
- March 14, 2022 March 14, 2022
- 08:45
Do your clients need an IFA to reduce estate taxes?
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…
- By: Equitable Bank
- February 14, 2022 February 14, 2022
- 08:45
How to incorporate insurance lending into your clients’ annual financial checkups
Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how annual reviews can reveal opportunities for strategic borrowing.
- By: Manulife Bank
- December 13, 2021 November 25, 2021
- 08:00
What are the top 10 things advisors must know about insurance lending?
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how to help clients turn their permanent life insurance into a versatile asset.
- By: Manulife Bank
- December 6, 2021 November 25, 2021
- 08:00
What are the most important factors when selecting an IFA provider?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, talks about what to look for when putting in place an Immediate Financing…
- By: Manulife Bank
- November 22, 2021 October 29, 2021
- 08:00
What are advisors’ frequently asked questions about CSV lending products?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, explains some of the nuances of these products.
- By: Manulife Bank
- November 15, 2021 October 29, 2021
- 08:00
How do you match different CSV lending products to the client?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to satisfy various client needs.
- By: Manulife Bank
- November 8, 2021 November 1, 2021
- 08:00
How can your permanent life insurance clients become private banking clients too?
Victor Stranges, National Leader, Private Banking with Manulife Bank, talks about opening the doors to a more holistic financial approach.
- By: Manulife Bank
- October 25, 2021 September 30, 2021
- 08:00
Addressing the growing demand for RI: Education is key
Deborah Debas, Responsible Investment Specialist at Desjardins, talks about how the company's Responsible Investing Certification Program provides value for advisors.
- By: Desjardins Group
- October 21, 2021 October 21, 2021
- 08:45
How can you add more value for permanent life insurance clients?
Victor Stranges, National Leader, Private Banking with Manulife Bank, outlines how to introduce lending solutions to a life insurance discussion.
- By: Manulife Bank
- October 18, 2021 October 18, 2021
- 08:00
How can life insurance be more than a passive asset?
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how permanent life insurance can serve a dual purpose.
- By: Manulife Bank
- October 13, 2021 October 13, 2021
- 08:00
Positive outlook for GIFs sparks demand
Philippe-Olivier Dumas, Head of Product Development, Guaranteed Investment Funds and Annuities at Desjardins Financial Security Life Assurance Company, outlines the reasons why.
- By: Desjardins Group
- September 27, 2021 October 27, 2021
- 08:45
What are the best ways for advisors to present an IFA strategy to their clients?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to position an IFA and get all parties on board.
- By: Manulife Bank
- September 27, 2021 November 1, 2021
- 08:00
What are the most common ways advisors use IFAs with their clients?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, outlines the flexible and strategic applications of an IFA.
- By: Manulife Bank
- September 22, 2021 September 22, 2021
- 08:00
How can an IFA help balance a client’s cash flow and permanent insurance considerations?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to give clients the best of both worlds.
- By: Manulife Bank
- September 13, 2021 September 13, 2021
- 08:00
How can you help your high-net-worth clients employ debt more strategically?
Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how to foresee borrowing requirements and recommend a convenient way to fill them.
- By: Manulife Bank
- August 30, 2021 August 30, 2021
- 07:00
What are the most common questions about the Insured Retirement Program line of credit?
Victor Stranges, National Leader, Private Banking with Manulife Bank, answers common questions you and your clients have about an IRP.
- By: Manulife Bank
- August 23, 2021 September 9, 2021
- 07:00
How can life insurance lending lead to a more lucrative retirement?
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how cash surrender value can help create an income stream.
- By: Manulife Bank
- August 18, 2021 September 9, 2021
- 07:00
What are advisors’ common misconceptions about insurance lending?
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, dispels eight myths surrounding this line of credit approach.
- By: Manulife Bank
- July 28, 2021 September 9, 2021
- 07:00
Why should you incorporate insurance lending into your practice?
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…
- By: Manulife Bank
- July 21, 2021 September 9, 2021
- 07:00
How can structured notes benefit investors?
Frederick Tremblay, Director, Equity Derivatives and Structured Products, Desjardins Group, discusses the added value of structured notes in a portfolio.
- By: Desjardins Group
- June 21, 2021 June 21, 2021
- 07:00
Why Canada Life My Term is the best term choice for your clients
Learn how Canada Life™ is making term life insurance more customizable than ever before
- By: Canada Life
- April 6, 2021 April 6, 2021
- 08:45