Information & Training
Training Videos
Insurance lending: Seize the opportunity for your clients & your practice
Check out this webinar to learn about the benefits of Equitable Bank’s insurance lending products, including ways to preserve liquidity while adding life insurance, the types of clients they serve best, as well as a real life use case.
Maximize opportunities: Insurance Lending as a key to growing your business
This webinar provides an overview of Equitable Bank’s Insurance Lending Solutions, with insight into the types of clients they serve best. We're then joined by Laura Klaehn, President of Vision Financial Partners and Michael Occhipinti, Insurance Advisor at SafeBridge Private Wealth, two experienced advisors in the insurance space who answer questions about their experience, current trends, how to identify clients, and tips for growing your business.