Single Courses
- Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/25/2023 at 12:00 PM (MDT)
In this session, we will go through the psychological impact that many homeowners face when deciding whether or not to use home equity in retirement planning. And, when the opportunity arises, how a reverse mortgage may be the appropriate solution for some clients.
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- Non-member - Free!
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- Contains 4 Component(s), Includes Credits
In this session, we will go through the psychological impact that many homeowners face when deciding whether or not to use home equity in retirement planning. And, when the opportunity arises, how a reverse mortgage may be the appropriate solution for some clients.
-
Register
- Non-member - $49
- Member - Free!
- More Information
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- Contains 4 Component(s), Includes Credits
In the third part of the case-study series focusing on home equity as an effective strategy in comprehensive financial planning, we will use real-life scenarios to examine how a reverse mortgage can be used to purchase the right home for aging in place with no required monthly principal or interest payments while preserving invested assets at the same time.
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- Member - Free!
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- Contains 4 Component(s), Includes Credits
In the first part of the case-study series focusing on home equity as an effective strategy in comprehensive financial planning, we will look at real-life scenarios, to explore how using a reverse mortgage as an income tax free alternative to selling low cost-basis assets, or to facilitate life insurance strategies and Roth Conversions, can help protect your client’s heirs from large income tax liabilities.
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- Non-member - Free!
- Member - Free!
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- Contains 4 Component(s), Includes Credits
In the fourth part of this case-study series focusing on home equity as an effective strategy in comprehensive financial planning, we will look at real-life scenarios to explore how using a reverse mortgage as an income tax-free source of revenue can help bridge the gap when delaying social security benefits, or distributions from deferred investment accounts.
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- Non-member - Free!
- Member - Free!
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- Contains 4 Component(s), Includes Credits
In the second part of this case-study series focusing on home equity as an effective strategy in comprehensive financial planning.
-
Register
- Non-member - Free!
- Member - Free!
- More Information
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Register
Home Equity in Retirement Planning
Description
The combination of rising inflation and underperforming investment markets, has many financial advisors considering housing wealth to help safeguard and improve retirement outcomes. Often serving as a client’s largest asset, strategically accessing housing wealth with a reverse mortgage may:
- Manage long-term care risk
- Bridge gaps to maximize social security
- Eliminate a mortgage payment
- Fund legacy strategies and more
Join our live webinar to learn how a reverse mortgage can be a powerful retirement planning tool, and how the emotional attachment to our homes can have an impact on the financial decisions we make regarding our housing wealth.
Speaker: Steve Resch, VP of Retirement Strategies Division at FAR. This class is eligible for 1 CFP CE credit.
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Course Series
- Contains 3 Product(s)
This course is designed to help financial advisors understand how a reverse mortgage works, who could benefit from one, and how to incorporate reverse mortgage strategy into their planning practice as a tool to both enhance and safeguard their client’s retirement.
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- Non-member - $147
- Member - Free!
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Elevate Retirement Outcomes With Reverse Mortgages
Steve Resch
VP, Retirement Strategies and Wealth Manager
