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Adding Home Equity to Retirement Income Plans

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This session will discuss how home equity can be used strategically with the mass affluent client in a financial plan. Steve will review costs and misconceptions of the program, high-level concepts including funding Roth Conversions, managing asset distribution rates, implementing life insurance strategies, and much more all with income tax-free proceeds from a Reverse Mortgage.

  • Describe costs and misconceptions on the Reverse Mortgage products
  • Utilize software to graphically display the value of a Reverse Mortgage over a period of time
  • Conduct a meeting with their clients on how a Reverse Mortgage can safeguard and enhance their financial plan

Steve Resch

Vice President or Retirement Strategies, Finance of America Reverse

Steve Resch is Vice President of Retirement Strategies for Finance of America Reverse, where he leads education and training programs for financial professionals across the country. Steve is also an investment advisor, partner in a wealth management firm, and designer of the “Reverse Illustrator”, a groundbreaking program that graphically displays the flexibility and options that a reverse mortgage can bring to a financial plan. Steve is a subject expert source, interviewed by numerous media outlets including TheStreet.com, Nasdaq Trade Talks, Yahoo Finance, Barons, among others, and is a frequent speaker at both national and regional professional conferences.

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Adding Home Equity to Retirement Income Plans
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Open to view video.
Exam
5 Questions  |  2 attempts  |  4/5 points to pass
5 Questions  |  2 attempts  |  4/5 points to pass
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available