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Presenters:

• Mozzie Chleilat | Business Development Manager, Insurance Lending
• Michael Pilz  | Head, National Sales, Insurance Lending
• Johnny Li | Business Development Manager
• Michael Cumberbatch | Head, Business Development & Relationship Management, Deposits

CSV & IFA Part 1 – 40 minutes

Discover how insurance lending can take your client’s financial plan—and your practice—to the next level.

• Insurance lending solutions
• Case Studies
• Who are suitable clients for insurance lending?

Reverse Mortgage Part 2 – 20 minutes

Equitable Bank’s Reverse Mortgage

• The Reverse Mortgage Market
• Equitable Bank’s Reverse Mortgage Solutions
• The Equitable Bank Difference

No CE credits