Moving Retirement Plans Forward with Reverse Mortgages

Adam Heaney

Published 2 months ago

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,

Recent Reviews

Preparing for the Rebound Webinar Invite

Funding Long Term Care Webinar Invite

What Advisors Should Know About Relocating and Rightsizing Webinar Invite

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Additional Resources

Preparing for the Rebound with Reverse Mortgages

Published 1 month ago

What Is A Reverse Mortgage?

Published 1 month ago

Preparing for the Rebound with Reverse Mortgages

Published 1 month ago

Moving Retirement Plans Forward with Reverse Mortgages

Published 2 months ago

Emery Financial, Inc.

Company NMLS# 79057

3432 Via Oporto, Suite 208
Newport Beach, California 92663

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