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 Half Dozen Client Problems Solved with Home Equity
You know the basics of reverse mortgages—but do you know how to use them strategically for your clients’ retirement plans? Learn how home equity can address common financial challenges for older clients, helping them achieve greater flexibility and security in retirement.
The New Retirement Reality – Modernizing Financial Strategies to Increase Probabilities of Success
Americans are living longer than ever—but do your clients have the strategies to sustain themselves for decades beyond the workforce? Rising healthcare and long-term care costs, evolving federal savings rules, and stagnant benefits are making retirement planning more complex than ever. Learn how today’s innovative financial tools can help your clients navigate today’s retirement landscape with confidence and security.
Webzines
- [Webzine] A Half Dozen Problems Solved Using Home Equity
- [Webzine] Bridging the Gap: How to Talk to Clients About Tapping Into Their Home Equity
- [Webzine] Creating Effective Income Strategies in Retirement
- [Webzine] Reverse for Purchase Financing: The Homebuying Tool No One is Talking About
- [Webzine] Supplementing Social Security Benefits and Retirement Income with a Reverse Mortgage
- [Webzine] The Case for Divorce Financial Planning