Partner Content

How to support financial planning during uncertain economic times

Industry Insights

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How to support financial planning during uncertain economic times

Activate assets to create cash flow solutions.

February 21, 2023

1 min read

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How high-net-worth clients can leverage insurance to enhance cash flow

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How high-net-worth clients can leverage insurance to enhance cash flow

Manulife Bank strategies to address growing insurance needs while freeing funds for investing.

January 16, 2023

1 min read

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How can clients invest and sleep well at night?

Expert Advice

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How can clients invest and sleep well at night?

Market volatility presents investment opportunities, but clients need to feel comfortable, too.

January 16, 2023

3 min read

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A Flexible Approach to Generating Predictable Income

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A Flexible Approach to Generating Predictable Income

Provide clients with predictable, flexible, and tax-efficient investment income that will suit them to a "T" —even in these markets.

December 12, 2022

5 min read

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How can investors mitigate volatility while investing in tech?

Partner Reports

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How can investors mitigate volatility while investing in tech?

The technology sector is attractive for its innovation and supported by macroeconomic trends, but it can also provide a rocky ride. Here’s a way to give your clients exposure to tech while monetizing volatility and generating cash flow.

November 28, 2022

3 min read

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How can you help clients find room in tight budgets for saving?

Expert Advice

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How can you help clients find room in tight budgets for saving?

Don’t let inflation derail clients’ efforts to save towards long-term financial goals.

November 28, 2022

3 min read

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First home savings get a boost

FHSAs provide new planning opportunities for advisors and their clients.

November 21, 2022

4 min read

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How are Equitable Bank’s insurance lending solutions unique from other lenders?

Expert Advice

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How are Equitable Bank’s insurance lending solutions unique from other lenders?

Learn why Immediate Financing Arrangements can be the right strategy for affluent clients.

November 21, 2022

4 min read

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Extend client portfolios and your book with a CHIP Reverse Mortgage

Partner Reports

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Extend client portfolios and your book with a CHIP Reverse Mortgage

Learn how a reverse mortgage can provide tax-free cash for your clients.

By Michelle Schriver |November 15, 2022

2 min read

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Private alternative investments may hedge against volatility

Industry Insights

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Private alternative investments may hedge against volatility

Skyline Wealth’s private alternative investment offerings give retail investors access to institutional-quality real estate and clean energy assets.

November 14, 2022

3 min read

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