Join Supernova Technology for a deep-dive session into advanced applications of securities-based lending. This SBL Academy webinar explores how high-net-worth clients can strategically leverage SBL in sophisticated estate planning frameworks—delivering liquidity, preserving assets, and optimizing tax outcomes. 

Whether you're already using SBL or seeking ways to expand your knowledge, this session will introduce you to innovative use cases grounded in real-world advisory scenarios. 

What You’ll Learn 

In this 30-minute session, we’ll cover topics like: 

• Charitable Remainder Trusts (CRTs): How SBL can complement CRT strategies by providing liquidity without impacting the trust’s tax-efficient income. 

• Private Family Banks: Structuring intra-family lending with SBL to support real estate, education, and generational wealth transfer. 

• Family Limited Partnerships (FLPs): Using SBL to fund contributions while maintaining the growth potential of core investments. 

• Irrevocable Life Insurance Trusts (ILITs): Leveraging SBL to fund premium payments and preserve estate assets. 

Why Attend? 

• Advanced Strategies: Go beyond the basics to unlock the full potential of SBL in estate and wealth planning. 

• Real-World Scenarios: Learn through case studies and advisor-tested applications. 

• Actionable Guidance: Get practical insights you can use immediately in client conversations. 

Save your seat today!