The Bancorp Institutional Banking business provides financial professionals with innovative lending solutions, such as an Insurance-Backed Line of Credit (IBLOC), that can seamlessly integrate with their clients’ wealth management strategies.
An IBLOC is resilient against outside forces such as market fluctuations when compared to other lines of credit and allows borrowers the freedom to access up to 95% of the cash value1 of their eligible whole life insurance policy2 at competitive rates and terms.
An IBLOC allows financial professionals to show clients they are a forward-thinking steward of their wealth management by educating them on how they can use this money to work for them. By participating in the webinar, attendees will:
- Have a better understanding of the uses and benefits of an IBLOC
- Have the tools to be able to talk to their clients about new ways to access liquidity
- Will be able to build their clients’ confidence in their wealth management strategies.
Sponsored by:
1. Subject to credit approval and underwriting.
2. Line of credit is contingent on life insurance policy remaining in good standing. The insurance policy owner must be the borrower. Insurance policy must be issued by one of the following approved insurance providers to be eligible as IBLOC collateral: Guardian, MassMutual, Northwestern Mutual, NY Life, John Hancock, Penn Mutual.
Approved for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®.
The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at cecredit@advisorperspectives.com for the IWI® webinar ID to self-report your attendance.
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