Leveraging Lines of Credit for Tax Payments: Key Insights for Financial Professionals
As tax season approaches, many clients face the challenge of managing significant tax payments, which is a prime opportunity for financial professionals to help their clients explore options such as leveraging lines of credit. It’s important to frame the conversation in a strategic way. Here are some speaking points for financial professionals to do so.
The Bancorp Institutional Banking
1/8/2025 2:04 PM