Help Your Clients Access the Cash Surrender Value in their Whole Life Policy

Member: $15 / Non Member: $25

Danielle Pears, Internal Business Development Manager with Equitable Bank's Wealth Solutions Team, brings you information on credit products for clients looking for quick access to tax-free cash. 

  • ON, BC, SK - 1.0 Life License
  • FP Canada - 1.0 Product (#8915)
  • AAC - 1.0 Life (#57149)
  • MB - 1.0 Life and/or A&S (#36309)

Complete the payment process for access to this course