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.
December 13, 2021Victor Stranges, National Leader, Private Banking with Manulife Bank, explains how annual reviews can reveal opportunities for strategic borrowing.
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how to help clients turn their permanent life insurance into a versatile asset.
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 Arrangement.
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, explains some of the nuances of these products.
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, discusses how to satisfy various client needs.
Victor Stranges, National Leader, Private Banking with Manulife Bank, talks about opening the doors to a more holistic financial approach.
Victor Stranges, National Leader, Private Banking with Manulife Bank, outlines how to introduce lending solutions to a life insurance discussion.
Victor Stranges, National Leader, Private Banking with Manulife Bank, discusses how permanent life insurance can serve a dual purpose.
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.
Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales with Manulife Bank, outlines the flexible and strategic applications of an IFA.
This series explores a new path to performance that comes from long-term growth driven by demographics and societal needs.
This series from BMO Global Asset Management details buffer ETFs, which are a unique risk management tool that can complement equity portfolios.
This series from Skyline Wealth highlights the benefits of private alternative investments in an ever-changing financial landscape. Skyline Wealth Management Inc. (“Skyline Wealth”) connects portfolio…
This series from Desjardins Group provides simple, holistic strategies that can help your clients. Since Desjardins was founded in 1900, the organization has always taken…
