Investment Loan Excess Collateral Calculator

Note: Consideration by B2B Bank for excess loan collateral requests is based on all active investment loans the client has with B2B Bank. If your client has more than one investment loan, please contact Client Services at 1‑800‑263‑8349.

This calculator is intended to be used by clients who have only one active investment loan product with B2B Bank.

Use this calculator to estimate the amount of excess collateral available on your client's investment loan. Calculations are provided for two scenarios: clients with Guaranteed Minimum Withdrawal Benefit (GMWB) assets held as collateral for their investment loans, or clients without GMWB assets.

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Info This is the amount of the collateral available to your client for the non‑GMWB or GMWB investment type. If your client wishes to withdraw this collateral, please submit the Investment Loans Redemption/Purchase form found under the Operational Forms section. Redemptions are subject to B2B Bank authorization.
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The calculations shown are for illustration purposes only. Amounts are subject to change as collateral values and/or outstanding loan balances fluctuate. Actual rates and amounts may differ. B2B Bank cannot be held responsible for the accuracy of the calculations performed or the amounts indicated.