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New Referral Partnership with HomeEquity Bank

Provider of the CHIP Reverse Mortgage

IDC WIN is thrilled to share that we've entered into a dynamic referral partnership with HomeEquity Bank – provider of the CHIP Reverse Mortgage.

HomeEquity Bank, a Schedule 1 Canadian Bank, has been the leading provider of reverse mortgages in Canada for more than 38 years. They are the only financial institution exclusively dedicated to providing financial solutions for Canadian homeowners 55+ to help them live a fulfilling, stress-free retirement.

IDC WIN invites you to an exclusive webinar brought to you by

HomeEquity Bank!

September 26, 2024 | 1pm ET (No CE Credits )

Join Business Development Managers Andrew Cairns and

Ryan Armstrong to learn more. During this session, they will:

• Help you understand the growth in the reverse mortgage market
• Highlight how your clients and your practice can benefit
• Address the key features and benefits of their flagship CHIP Reverse Mortgage
• Discuss the innovative ways financial advisors are utilizing CHIP

When you are ready to submit your first CHIP Reverse Mortgage referral, speak to the Wealth Business Development Manager (BDM) in your area!

Benefits for Life Advisors

• Rest assured that there is no competition from additional HomeEquity Bank products
• Partner with HomeEquity Bank’s expert wealth team offering educational support 
• Enjoy full-service field support while maintaining the client relationship
• Key point for Alberta and Manitoba advisors: Due to provincial regulations, advisor compensation is not available but fortunately HomeEquity Bank has a program to waive fees for clients  

For more CHIP details, please click here