Date: Wednesday, June 22, 2022
Time: 1 pm ET | 10 am PT
Webcast Sponsored by:
Many clients are wondering how they can access liquidity to help with real estate investments, debt consolidation, 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.1 One of the biggest differentiators of accessing liquidity with an IBLOC versus other lines of credit is its stability and resiliency against outside forces, such as fluctuations in the stock market. An IBLOC allows borrowers the freedom to access up to 95% of the cash value2 of their eligible whole life insurance policies3 at competitive rates and terms.
Join this complimentary webcast to learn in-depth about IBLOCs and how they can be an essential tool when it comes to effectively managing your clients’ wealth. Benefits that will be highlighted include:
- Clients gaining liquidity without the cumbersome process of applying for a personal loan
- Using this strategy to build clients’ confidence in your wealth management capabilities
- Avoiding the disruption of portfolio assets or other assets under management
- And more!
REGISTER NOW! (Not able to attend? We recommend you STILL REGISTER – you will receive an email with how to access the recording of the event)
John Profitlich | Director, Northeast Regional Business Development Officer | The Bancorp Institutional Banking
Abdullah Rajput | Director, IBLOC Lead | The Bancorp Institutional Banking
If you would like to learn more about IBLOC after watching the webinar, you can contact The Bancorp Institutional Banking team on their website and a team member will contact you.