IDC WIN Banking | Equitable Bank | BC, ON, QC advisors only

Name: IDC WIN Banking | Equitable Bank | BC, ON, QC advisors only
Start: 2022-08-25T13:00:00-04:00
End: 2022-08-25T14:00:00-04:00

August 25, 2022 EDT @1:00 pm - 2:00 pm

No CE credits are available

Join Allan McNeil, Regional Channel Manager, to hear about Equitable Bank’s later-in-life home equity lending expertise.

You will learn:

• Where does Equitable Bank’s solution win vs the competition?

• Top reverse mortgage FAQs re rates, fees, regulations, flexibility, myths

• What’s their referral process like?

• What are the next steps to turbocharge your 2022 business plan by simply building client awareness?

Opening remarks – Vic Raye, National Director, Banking Services, IDC WIN