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IDC WIN Banking | Equitable Bank | BC, ON, QC advisors only
August 25 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