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How high-net-worth clients can leverage insurance to enhance cash flow
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Manulife Bank

How high-net-worth clients can leverage insurance to enhance cash flow

Manulife Bank strategies to address growing insurance needs while freeing funds for investing.

January 16, 2023
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Brought to you by: Manulife Bank
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How can you facilitate the purchase of needed permanent life insurance for a high-net-worth client who might otherwise forego the insurance and purchase an investment instead? This case study looks at Michael* — a successful cardiovascular surgeon — who’s looking to fill his substantial permanent life insurance needs while minimally impacting cash flow for his investment goals. Find out how Manulife Bank lending solutions can help.

*Sample case for illustration purposes only.

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