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  3. Expert Insurance Lending Advice from Manulife Bank

Expert Insurance Lending Advice from Manulife Bank

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.

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Expert Advice

How to incorporate insurance lending into your clients’ annual financial checkups

December 13, 2021 With: Manulife Bank
Expert Advice

What are the top 10 things advisors must know about insurance lending?

December 6, 2021 With: Manulife Bank
Expert Advice

What are the most important factors when selecting an IFA provider?

November 22, 2021 With: Manulife Bank
Expert Advice

What are advisors’ frequently asked questions about CSV lending products?

November 15, 2021 With: Manulife Bank
Expert Advice

How do you match different CSV lending products to the client?

November 8, 2021 With: Manulife Bank
Expert Advice

How can your permanent life insurance clients become private banking clients too?

October 25, 2021 With: Manulife Bank
Expert Advice

How can you add more value for permanent life insurance clients?

October 18, 2021 With: Manulife Bank
Expert Advice

How can life insurance be more than a passive asset?

October 13, 2021 With: Manulife Bank
Expert Advice

What are the best ways for advisors to present an IFA strategy to their clients?

September 27, 2021 With: Manulife Bank
Expert Advice

What are the most common ways advisors use IFAs with their clients?

September 22, 2021 With: Manulife Bank
Expert Advice

How can an IFA help balance a client’s cash flow and permanent insurance considerations?

September 13, 2021 With: Manulife Bank
Expert Advice

How can you help your high-net-worth clients employ debt more strategically?

August 30, 2021 With: Manulife Bank
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