Learning Center

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About Finance of America Reverse

The Retirement Strategies Division at Finance of America Reverse (FAR) is an official provider of reverse mortgage education to the Financial Planning Association (FPA), educating and supporting financial professionals with all the tools needed to strategically leverage housing wealth as part of a holistic retirement plan. 

Did You Know?

88% of Americans

want to retire in their current home

More than 60%                                

of home owners have retirement savings below $200,000

Only 3/10   

of American homeowners have spoken with their financial advisor about home equity

Download Source 

2023 Home Equity Survey

Single Courses

Home Equity in Retirement Planning


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Description

The combination of rising inflation and volatile investment markets, has many financial advisors considering home equity to help safeguard and improve retirement outcomes.

In this one-hour webinar, you will learn:

  • How a reverse mortgage can be used for long-term care planning, paying taxes on Roth Conversions, cashflow management and more. 
  • How proprietary reverse mortgage products can strategically utilize home equity. 
  • The reverse mortgage cost, borrower eligibility, requirements, and consumer protections. 

This course is eligible for 1 CFP CE credit.

Speaker: Steve Resch, VP of Retirement Strategies Division at FAR. This class is eligible for 1 CFP CE credit.

Register

April 18th, 2024

May 1st, 2024

June 20th, 2024

Resources

Expand your reverse knowledge and get the tools you need to take the next step with clients.

Financial Advisor's Guide to Reverse Mortgages

READ GUIDE

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Reverse Mortgage Calculator 

CALCULATE
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Is a Reverse Mortgage Right for your Client? 

DOWNLOAD WORKSHEET
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News

Stay current and informed on the industry.

Read more news at FAR Retirement Strategies

Finance of America Expands Reach of Second Lien Reverse Mortgage

Read More/ BusinessWire

Could Reverse Mortgages Be the "Value" Play for Millions of Older Americans?

Watch Video / The Street

Why the Historical Approach to Retirement Planning is Not Sufficient

Watch Video / Nasdaq

Why 2026 Matters for Financial Planners

Read More/ The Street

Unlock More Opportunities for Clients

Contact FAR’s Retirement Strategies Division to learn how accessing home equity can be a smart and strategic piece of a holistic financial plan.

Phone (888) 580-6895 

Email strategies@far.com

Website RSD.FAR.com

For more information or to have a loan officer illustrate a scenario for your client, schedule a one-on-one. 

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Steve Resch

VP, Retirement Strategies 

Partnerships & Affiliations


FAR is proud to work with the Stanford Center on Longevity and Morningstar Advisor Workstation to further key research, provide professional reverse mortgage education, and honor our commitment to help more borrowers improve outcomes using home equity.

CE credit(s) for all FAR courses may be earned for a processing fee.

¹ Source: National Reverse Mortgage Lenders Association

² Source: 2023 Home Equity Survey, Finance of America Reverse

³ Loans up to $4 million available for HomeSafe® and EquityAvail® products. These are proprietary products of Finance of America Reverse LLC. Not all
products are available in every state. Please contact us for a complete list of availability.

These materials are not from HUD of FHA and were not approved by HUD or a government agency. For business and professional use only. This document is
not an advertisement to be distributed to prospective customers or the general public

©2023 Finance of America Reverse LLC is licensed nationwide | Equal Housing Opportunity | NMLS ID # 2285 (www.nmlsconsumeraccess.org) | 8023 East
63rd Place, Suite 700 | Tulsa, OK 74133 | AZ mortgage Banker License #0921300 | Licensed by the Department of Business Oversight under the California
Residential Mortgage Lending Act | Georgia Residential Mortgage Licensee #23647 | Kansas Licensed Mortgage Company | Massachusetts Lender/Broker
License MC2285: Finance of America Reverse LLC | Licensed by the N.J. Department of Banking and Insurance | Licensed Mortgage Banker NYS Banking
Department where Finance of America Reverse is known as FAReverse LLC in lieu of true name Finance of America Reverse LLC | Rhode Island Licensed
Lender | Not all products and options are available in all states | Terms subject to change without notice |For licensing information go to:
www.nmlsconsumeraccess.org

For Reverse Loans: When the loan is due and payable, some or all of the equity in the property that is the subject of the reverse mortgage no longer belongs
to borrowers, who may need to sell the home or otherwise repay the loan with interest from other proceeds. The lender may charge an origination fee,
mortgage insurance premium, closing costs and servicing fees (added to the balance of the loan). The balance of the loan grows over time and the lender
charges interest on the balance. Borrowers are responsible for paying property taxes, homeowner s insurance, maintenance, and related taxes (which may
be substantial). We do not establish an escrow account for disbursements of these payments. A set-aside account can be set up to pay taxes and insurance
and may be required in some cases. Borrowers must occupy home as their primary residence and pay for ongoing maintenance; otherwise the loan
becomes due and payable. The loan also becomes due and payable (and the property may be subject to a tax lien, other encumbrance, or foreclosure) when
the last borrower, or eligible non-borrowing surviving spouse, dies, sells the home, permanently moves out, defaults on taxes, insurance payments, or
maintenance, or does not otherwise comply with the loan terms. Interest is not tax-deductible until the loan is partially or fully repaid.

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