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

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

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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

Details

Date:
August 25, 2022 EDT
Time:
1:00 pm - 2:00 pm
Event Category: