Financing dreams with Equitable Bank CSV Line of Credit |
- More options for clients to access funds using their participating policy cash value
- We've partnered with Equitable Bank to bring eligible advisors a new program to help clients finance their future goals and dreams
- The Equitable Bank CSV Line of Credit offers eligible clients up to 90 per cent of the cash surrender value in their participating life insurance policy
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Updated age and amount table now easier to read, includes new info |
- We've updated our Life insurance underwriting requirements (also called age and amount table), effective Dec. 10
- New: We've replaced medicals (completed by a physician) with paramedicals (completed by a health care professional) for all bands. Paramedicals are less time-consuming for a client as they're done by a health professional instead of only by a doctor
- Updated age and amount table now easier to read and understand
- Please note, the updated Life insurance underwriting requirements PDF document currently provides the most comprehensive representation of our financial requirements. The Underwriting Requirements section of the illustration software will be updated with the latest financial requirements information in a future release
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Wealth Operations Update – December |
- RRIF/LIF/LRIF Illustration Tool V8.1 Release
- Mailing dates for investment tax receipts and slips
- Delay for January income payments
- New Canada Life procedure guides now available on RepNet
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