Physician Portfolio Power - Using your investments for a line of credit seamlessly

Doctors, join us with special guest, John Profitlich, Director and Regional Business Development of the East Region of the US - Institutional Banking, with Bancorp, as we discuss topic of Securities-Based Lending....which in essence, obtaining a line of credit off your investment account(s).The can be a great source of funds for a quick financial bridge.  If you need access to a line of credit and don't have the time or the patience in obtaining a long drawn out document process with banks, you could consider a Securities-Based Line of Credit using your investment portfolio as collateral without selling your investments to create the cash and taking on unnecessary capital gains or losses.Is it margin?  No.Does it have a quick turnaround?  Yes.Can you use it for almost anything?  Yes.Multiple Uses:Business expansion, equipment purchases, cash flow bridge, business acquisition, payroll, etc...PODCAST INFO Kevin R Sullivan, AIF® -   (Accredited Investment Fiduciary) Wealth Advisor at Warner Wealth, and the host of this podcast Website: www.WarnerWM.comEmail:  [email protected] questions?  Click here for a complimentary discussion or virtual meeting.Also check out our ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Warner Wealth, a Registered Investment Advisory Firm.None of our guests are not sponsored by or affiliated with LPL Financial.  The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.