Security Backed Line of Credit (SBLOC)
1
votes
Securities-Backed Lending
Should I get a HELOC, SBLOC, NPL, or other loan types?
A Securities-Backed Line of Credit (SBLOC) gives
your clients the freedom to access the value of their
investment portfolio without disrupting any of the
investments within it. Your clients can use an SBLOC
for almost anything: a real estate purchase, a tax bill,
a tuition payment—anything except the purchase of
securities. An SBLOC will give your clients the liquidity
they want—quickly, easily, and seamlessly—for the
opportunities life presents
*The portfolio remains intact
*Convenient access
*Eligibility requirements
*Determining the interest rate and Credit Limit