Major changes to the reverse mortgage program over the past few years have caused many financial pundits and media outlets to change the way they look at reverse mortgages—and how and when to use home equity as part of a retirement strategy. Once miscast and misunderstood as a tactic of last resort, positive reviews of reverse mortgages are now easy to find—and we’ve collected some of the top resources for you below.
Webinars
A New Look at Reverse Mortgages – An Emerging Retirement Income Tool
Wondering how to take reverse mortgage concepts you’ve heard about and turn that knowledge into compliant strategies for your clients? Strategic use of a reverse mortgage can deliver improved retirement cash flow and a higher chance of portfolio survival in a long retirement, as demonstrated by research from the American College of Financial Services and other noted universities.
Home Equity Planning “How To”: Identify Candidates and Introduce Reverse Mortgages into Your Practice – Peloton
Staying up-to-date on a variety of planning solutions is part of every financial advisor’s fiduciary responsibility to clients approaching retirement age. Most advisors understand why homeowners over the age 62 should be considering a reverse mortgage to meet goals and improve cash-flow in retirement – take the next step and learn how to incorporate this concept in your practice and add value to your clients’ long-term financial plans in this educational webinar, Part 2 of our HECM Advisor series.
News Articles
- Longbridge Financial, LLC Launches Platinum Mortgage Program
Longbridge in the News, August 13, 2018 - Moving Forward on Reverse Mortgages – It’s Time For Change
The Home Equity Advisor, July 30, 2018 - Financial advisers should avoid error by omission and consider reverse mortgages
Investment News, January 28, 2018 - HECM Reverse Mortgages: Now or Last Resort?
Journal of Financial Planning - Why a reverse mortgage might be a good idea for some older homeowners
Los Angeles Times, June 11, 2017 - Reverse mortgages: the Rodney Dangerfield of retirement
CBS Money Watch, April 4, 2017 - Why Reverse Mortgages are Worth a Look
Kiplinger, November 21, 2016 - New Math on Reverse Mortgages
The Wall Street Journal, March 20, 2016 - Quiet Comeback of Reverse Mortgages
The New York Times, July 22, 2016 - Could Getting a Reverse Help You Save Money?
NBC Nightly News, April 22, 2016 - Incorporating Home Equity in a Retirement Income Strategy
Journal of Financial Planning - HECM Reverse Mortgages: Now or Last Resort?
Journal of Financial Planning - Why This AARP Columnist Changed Her Mind on Reverse Mortgages
Reverse Mortgage Daily, January 4, 2016 - Reverse Mortgages Are the Epitome of Retirement Planning Efficiency
Reverse Mortgage Daily, April 4, 2016 - Why Financial Advisors Must Accept Reverse Mortgages in Retirement Planning
Reverse Mortgage Daily, October 18, 2016 - The 6% Rule
Gerald C. Wagner, Ph.D.