Institutional Banking

Your Wealth Management Partner

The Bancorp Institutional Banking business provides financial professionals with innovative lending and deposit solutions that can seamlessly integrate with their wealth management strategies.

Lending Services

We create opportunities for financial professionals and their clients to access cash while retaining portfolio assets.

Deposit Services

Our checking and deposit accounts integrate everyday financial management into broader wealth management strategies.

TALEA® LOAN AUTOMATION

Advanced technology and proprietary processes streamline loan origination for a fast and easy client experience.

Talea

Lending Services for Financial Professionals

The Bancorp Institutional Banking business is your partner for liquidity solutions that can create financial flexibility for your clients and support your personal practice needs. Our comprehensive offering includes Securities- and Insurance-Backed Lines of Credit as well as conventional loans — all made easier with streamlined processes that can reduce time to funding.

Financial professionals looking to transition their practice with a conventional loan will also receive expert guidance from SkyView® Partners, a consultancy focused on helping financial professionals find competitive and customized bank financing.

The Bancorp lending solutions make borrowing both cost-effective and efficient. Visit our Institutional Banking microsite for more information.

Institutional Banking

Partner for Life: Guiding Clients Through Financial Milestones

Through our Institutional Banking business, The Bancorp works with financial professionals to offer clients unique banking solutions that help provide financial flexibility and keep their wealth management goals on track.

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Institutional Banking

Take Your Own Advice:
Creating a Successful Succession Plan

Financial professionals regularly provide guidance to clients on major life decisions like planning for retirement. When it comes time for financial professionals to step down from the industry, it’s important to have a solid and structured plan in place.

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Institutional Banking

Institutional Banking Partners with the Association of Financial Educators

Understanding and applying financial concepts is necessary for anyone looking to manage their money confidently.

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Institutional Banking

Create Your Own Story
Expanding a Medical Practice with an IBLOC

What happens when a medical practice is ready to set the stage for its next chapter? As we travel further into our Create Your Own Story series, our Institutional Banking team shares how an Insurance-Backed Line of Credit can help owners of medical facilities expand their practice.

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Institutional Banking

Create Your Own Story
Homebuying with an IBLOC

Home purchases can be significant plot points in a client’s life. Using an Insurance-Backed Line of Credit, financial professionals can offer a unique solution that helps change the setting of their story.

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Institutional Banking

Introducing IBLOC for Universal Life & Indexed Universal Life Insurance

An Insurance-Backed Line of Credit (IBLOC) offers an innovative lending solution to clients with eligible permanent life insurance policies, which now includes universal life and indexed universal life insurance in addition to whole life insurance. By expanding its product offerings, The Bancorp’s Institutional Banking can provide financial professionals and their clients greater access to tap into their policy’s cash value.

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Institutional Banking

Create Your Own Story
Paying off Policy Loans
with an IBLOC

When life presents unexpected opportunities, clients often need access to liquidity fast, which can include taking out loans from a whole life insurance policy. In this part of our Create Your Own Story series, our Institutional Banking team shares how clients can rewrite their future using an Insurance-Backed Line of Credit to pay off older policy loans while still having the freedom to access funds.

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Institutional Banking

How an IBLOC Lender Values a Life Insurance Policy

The most inherent benefit of life insurance is providing peace of mind and financial protection for your loved ones with a funded estate plan. But some life insurance policies offer additional financial advantages that can be leveraged beyond the death benefit — including loans.

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Institutional Banking

How To Find The Right Partner For Holistic Wealth Management

The most inherent benefit of life insurance is providing peace of mind and financial protection for your loved ones with a funded estate plan. But some life insurance policies offer additional financial advantages that can be leveraged beyond the death benefit — including loans.

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Institutional Banking

Top Three Tips for Rising Financial Professionals

Building and maintaining a book of business as a rising financial professional can feel like a mountain to climb, particularly in a crowded environment.

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Institutional Banking

The IBLOC: A New Avenue to Manage Wealth

The Insurance-Backed Line of Credit (IBLOC) offers financial professionals and their clients a way to create liquidity while preserving wealth. In ThinkAdvisor webinar, The Bancorp experts Abdbullah Rajput, Director, IBLOC Lead and John Protlich, Director, Regional Business Development Officer, take a deep dive into the IBLOC.

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Institutional Banking

What Market Volatility Means for The Bancorp SBLOC

Volatile financial markets have become a concern for financial professionals and their clients alike. Over the past several months, critical economic indicators and geopolitical events have generated a “perfect storm” of uncertainty in global markets.

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