
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?
$11.2 Trillion
Housing wealth currently held by American seniors.¹
43%
Percentage of homeowners would be interested in a home equity loan if they had more information.²
$4 Million
Maximum reverse mortgage loan amounts from FAR.³
Single Courses
- Product not yet rated 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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Register
- Non-member - Free!
- Member - Free!
- More Information
-
Register
- 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
-
Register
- 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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Register
- Non-member - Free!
- Member - Free!
- More Information
-
Register
- 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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Register
- Non-member - Free!
- Member - Free!
- More Information
-
Register
- 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.
-
Register
- Non-member - Free!
- Member - Free!
- More Information
-
Register
- 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
-
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.
Register:
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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Register
- Non-member - $147
- Member - Free!
- More Information
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Register
Resources
Expand your reverse knowledge and get the tools you need to take the next step with clients.
Elevate Retirement Outcomes With Reverse Mortgages
News
Stay current and informed on the industry.
Majority of Retirees and Pre-Retirees
Lack Sufficient Savings to Retire by Age 65
Read More/ BusinessWire
Three Reasons Why Financial Advisors Recommend a Reverse Mortgage
Watch Video / InvestmentNews
Reducing Retirement Risk with Home Equity
Read More / AdvisorPerspectives
Is a Reverse Mortgage Right for Your Client?
Listen to Podcast/ Financial Sense
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

Steve Resch
VP, Retirement Strategies and Wealth Manager
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: 2022 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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