"A New Look at Reverse Mortgages: An Emerging Retirement Income Tool"

  • Tuesday, October 26, 2021
  • 1:30 PM (EDT)
  • Atlanta

Mark your calendars! The 2021 ACP Annual Conference is October 25-28. If you’re planning on heading to Atlanta for this exciting event, I invite you to join my breakout session on Tuesday, October 26th at 1:30 PM EDT.

"A New Look at Reverse Mortgages: An Emerging Retirement Income Tool" will provide a deep dive into the FHA Home Equity Conversion Mortgage (HECM) to examine how home equity can improve retirement plans, protect against longevity risk, and be optimized to fit client goals – all in an ethical and compliant manner.


In this session, I'll cover:

·      Changes to the HECM program over the past several years that have strengthened consumer protections

·     The core foundation of reverse mortgages – including qualification, ongoing requirements, consumer protections, costs, disbursement of funds, credit line growth, and settlement

·     A demonstration on the impact of funds from home equity in improving outcomes for retirement and estate planning

·     How to apply HECM and private reverse mortgage strategies using a web-based learning tool for 3 case studies

At Longbridge Financial, reverse mortgages are all we do. And we make it easy for you to bring home equity retirement strategies to your clients.  I’d love to meet you and help talk through any client scenarios you may have. 

Not attending ACP's Conference, but interested in learning more about how home equity strategies fit into your retirement planning conversations? Book time to speak with me directly.

Jerry Auippa

Senior Reverse Mortgage Specialist

jauippa@longbridge-financial.com | 281.937.2881

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