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How to Cover Retirement Shortfalls with CSV Lines of Credit? How to Cover Retirement Shortfalls with CSV Lines of Credit?

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How to Cover Retirement Shortfalls with CSV Lines of Credit?

The average lifespan of Canadians has increased dramatically in recent decades, and there’s a budding concern about maintaining quality of life through the Golden Years. To this end, Equitable Bank’s CSV FLEX Line of Credit offers a tax-efficient source of cash for Canadians with a whole life insurance policy.

July 19, 2021

4 min read

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How can structured notes benefit investors? How can structured notes benefit investors?

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How can structured notes benefit investors?

Frederick Tremblay, Director, Equity Derivatives and Structured Products, Desjardins Group, discusses the added value of structured notes in a portfolio.

June 21, 2021

5 min read

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How can CSV Lines of Credit bridge the “premium offset” gap? How can CSV Lines of Credit bridge the “premium offset” gap?

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How can CSV Lines of Credit bridge the “premium offset” gap?

PAID CONTENT Canadians who own a whole life insurance policy often buy in with the expectation that policy dividends will eventually cover their entire premium amount. This “premium offset” scenario is useful for Advisors looking to manage cash flow within their client’s financial plan, yet there’s a potential roadblock that many fail to consider: What […]

June 14, 2021

3 min read

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Where can Canadians find a U.S. HISA safe haven that pays 1% interest? Where can Canadians find a U.S. HISA safe haven that pays 1% interest?

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Where can Canadians find a U.S. HISA safe haven that pays 1% interest?

Damon Knights, Vice President, Sales and Distribution, Personal Banking, discusses how Equitable Bank continues to challenge the status quo with their new leading U.S. HISA solution to help wake up sleepy US dollars at a time when market opportunity is ripe.

May 31, 2021

3 min read

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