Your Wealth Management Partner

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.

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.

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

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.

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.

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.

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.

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.

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.

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

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.

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.