Expert Advice

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.

September 22, 2021

3 min read

How to Grow Your Insurance Book with CSV Lines of Credit?

PAID CONTENT Sure-fire opportunities When clients undergo significant life events, their need for insurance coverage often grows accordingly. Marriage, home ownership, parenthood – any number of transitions could drive them to seek extra protection, and the result is an interesting opportunity for advisors as well. Using a niche lending solution known as a CSV Line […]

September 20, 2021

3 min read

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.

September 13, 2021

3 min read

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.

August 30, 2021

3 min read