Access new avenues to manage your wealth with insurance-backed lines of credit (IBLOC)

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Date: Wednesday, June 22, 2022

Weather: 1 p.m. ET | 10 a.m. PT

Cost: Free

Webcast sponsored by:

Many clients wonder how they can access cash to help with real estate investments, debt consolidation, college tuition, and more, and may be looking for new or more stable options. An insurance-backed line of credit (IBLOC) may be the right answer. One of the key differentiators of accessing liquidity with an IBLOC versus other lines of credit is its stability and resilience to outside forces, such as stock market fluctuations. An IBLOC gives borrowers the freedom to access up to 95% of the cash value of their eligible whole life insurance policies at competitive rates and terms.

Join this free webcast to learn more about IBLOCs and how they are an indispensable tool for effectively managing your clients’ wealth. The benefits of this strategy that will be highlighted include:

  • An easy way for a client to get cash without the tedious personal loan application process

  • How to use this strategy to build client confidence in your wealth management capabilities

  • An avenue to avoid disruption of portfolio assets or other assets under management

  • And more!

REGISTER NOW! (Can’t attend? We recommend that you ALWAYS REGISTER – you will receive an email with how to access the event registration)

Speakers:

John Profitlich | Director, Northeast Regional Business Development Officer | Bancorp Institutional Bank

Abdullah Rajput | Director, Head of IBLOC | Bancorp Institutional Bank

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