Discover how high-net-worth clients are using securities-based lending to unlock liquidity, enhance estate planning strategies, and preserve long-term wealth.
This on-demand webinar explores advanced use cases of securities-based lending (SBL) to help advisors support complex client needs and sophisticated estate planning strategies.
Originally recorded live, this session offers detailed, real-world examples of how SBL can enhance liquidity, preserve assets, and create long-term value.
Strategic Liquidity Alternatives: Learn how clients use SBL to reduce over reliance on cash, supplement retirement income, and create emergency liquidity buffers.
Estate Planning Enhancements: See how SBL can support funding for Irrevocable Life Insurance Trusts (ILITs), Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Trusts (CRTs), and Family Limited Partnerships (FLPs)—while deferring capital gains and preserving portfolio growth.
Real-World Impact: Walk through detailed case studies and performance modeling that show the long-term financial advantages of incorporating SBL into client plans.