- This event has passed.
Insurance Lending Solutions for Financial Professionals
July 8, 2021 EDT @1:00 pm - 2:00 pm
Manulife Bank: Insurance Lending Solutions for Financial Professionals (Click to Register)
- No CE Credits
- Please join Billy-Joe McInnis, National Leader, Business and Insurance Lending Sales for a turnkey-style presentation showing advisors why & how CSV credit strategies help them grow.
- In this session we will review case studies, where strategic CSV insurance lending has allowed clients to protect their wealth, their family, and their legacy
- Both simple (advisor can do it all) and Specialized (local Manulife Bank support needed) applications for in-force policies and to assist with new policies, using Manulife and non-Manulife carriers