

- Product not yet rated 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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Day 3 will be a panelist discussion lead by Steve Resch who will be joined by Marguerita Cheng, Jamie Hopkins and Craig Lemoine.
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- Product not yet rated Contains 4 Component(s), Includes Credits
Class will initially focus on a broader overview of the program including:
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- Product not yet rated Contains 4 Component(s), Includes Credits
The course will initially focus on the technical aspects of a reverse mortgage, including
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Provided in partnership with Finance of America Reverse, this 4-part case-study series focuses on home equity as an effective strategy in comprehensive financial planning.
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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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- 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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- 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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- 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.
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