We’ve designed our line of credit products with one goal in mind — to help you secure, build and grow your best financial future.
The Equitable Bank CSV Line of Credit is a revolving source of funds secured by a participating whole life insurance policy. With no ongoing payments typically required, you can easily access money up to 90% of the cash surrender value of your policy, tax-free.1 If you’re 50 years or older and have a participating whole life insurance policy with adequate cash surrender value available, you may be eligible for an Equitable Bank CSV Line of Credit.
1Consult your financial advisor to discuss your unique tax situation and the tax-free benefits of an Equitable Bank CSV Line of Credit. The Equitable Bank CSV Line of Credit is a demand credit facility, meaning Equitable Bank can demand payment of all or part of the outstanding balance at any time.