Moving Retirement Plans Forward with Reverse Mortgages

What is a reverse mortgage? Aside from being the least understood mortgage product on the market, reverse mortgages not only provide financial relief for seniors, typically at least 62 years old, they can also be a complimentary product to a well rounded retirement plan.
While a reverse mortgage may be a "loan of last resort" for some, it can also be deployed in a retirement plan to buffer market downturns and minimize depletion of the portfolio.
To help solve your clients retirement needs and help you better understand how to leverage a reverse mortgage in retirement planning, we have partnered with Finance of America to provide webinars on the following topics:
1) Preparing For The Rebound - Discover how to increase rebound gains while reducing risk for clients age 55 and up.
2) What Advisors Should Know When Retirees Want to Relocate or Right size Their Home
3) Funding Long-Term Care with Home Equity
Each topic has 3 choices of dates in October, November and December which provide Continuing Education credit for Certified Financial Planners.
Please let me know which dates interest you so I can get you signed up and feel free to ask me if you have any questions in the meantime.
Thank you,
Adam

Reviews

"Adam and Kathy were wonderful to work with. No surprises always answered the phone and kept us updated. Made our loan super easy for a vacation property. We will definitely use them again."

zuser201611031417051

"Adam and his team at Emery Financial are the team you need to work with if you are looking to buy or refinance a loan. As first-time home buyers, Adam educated us on the mortgage process throughout and gave us strategies that go way beyond just the interest rate. When our seller wanted our loan to close in two weeks, Adam and his team never flinched and told us they could get it done. Without that, we never would have gotten our dream home. From down payment strategies to education on the rate environment, Adam made sure we not only got a great rate, but that we had a comprehensive plan for how to buy our home. His loan processer Cathy also made sure that the process was easy and kept us on track to close in a short period of time. Thank you, Adam and Cathy, for helping us, we would not be in our home today without you!"

teddy s

"Adam and Cathy went above and beyond to help me get the best rate for my mortgage and to close on time. They were always available to talk to me and answer any question I had. "

austin braver