Attend a webinar that provides an overview of the role of reverse mortgages in a responsible retirement income plan on February 23, 2018, at 12:00 eastern time.
Please feel free to join the webinar by signing up through the following link, and you can also share this link with anyone that you think may find the webinar to be useful. Please sign-up for the webinar at: http://mcleanam.ontraport.com/tl/12
Here is a description of the webinar:
Reverse Mortgages: How to use Reverse Mortgages to Secure Your Retirement
In the early days, reverse mortgages were generally treated as a last resort option after other resources were depleted, or as a way to obtain quick access to a large lump-sum of assets. This is not the appropriate way to think about reverse mortgages in a retirement income plan. The reverse mortgage option should be viewed as a method for responsible retirees to create liquidity for an otherwise illiquid asset, which in turn can create new options that potentially support a more efficient retirement income strategy (more spending and/or a greater legacy) by helping to manage sequence of returns risk. After providing an overview of retirement income planning, which sets the context for understanding the potential role of reverse mortgages, this presentation explains the basics for how reverse mortgages work. I then provide an overview of potential uses for a reverse mortgage in a retirement income plan, with simulations that compare the effectiveness of reverse mortgages against other potential strategies. This presentation is fully revised and updated for the modification of reverse mortgage rules affecting applications after October 2, 2017.
Learning Objectives
Office Hours:Mon-Thurs: 9:00AM - 5:00PMFri: closedPhone: 480-483-9035Fax: 480-922-5283
Connect with Us!
Website Development by Financier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns. We are proud of our ongoing relationship with FPA of Greater Phoenix.
Copyright © 2021 All Rights Reserved