Explore real-world use cases, advisor-tested strategies, and best practices for introducing securities-based lending to your clients.
Now available to watch on your schedule, the SBL Academy On-Demand Webinar features a deep dive into the most common and impactful ways to use securities-based lending (SBL) in your advisory practice. Originally recorded live, this session covers practical strategies for using SBL to meet client liquidity needs, support estate planning, and structure loans with confidence.
Hosted by Supernova Technology, this session delivers clear, actionable insights to help you build your SBL playbook—from identifying the right clients to positioning SBL as a flexible, tax-aware liquidity tool.
Liquidity Without Liquidation: Learn how clients can access cash without selling investments or triggering capital gains.
Strategic Liquidity Solutions: See how clients use SBL for large purchases, tax obligations, and real estate investments.
Advisor Best Practices: Get step-by-step guidance on identifying ideal clients, structuring loans, and managing expectations.