Expert Advice

Why Add CSV Lines of Credit to Your Product Shelf?

Learn about key advantages.

August 16, 2021

4 min read

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.

July 28, 2021

3 min read

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 plan.

July 21, 2021

3 min read

How to Cover Retirement Shortfalls with CSV Lines of Credit?

The average lifespan of Canadians has increased dramatically in recent decades, and there’s a budding concern about maintaining quality of life through the Golden Years. To this end, Equitable Bank’s CSV FLEX Line of Credit offers a tax-efficient source of cash for Canadians with a whole life insurance policy.

July 19, 2021

4 min read