Are you up to speed on these products and how/when to best use them to help clients achieve their financial goals? Did you know that a reverse mortgage:
- Can be used to eliminate a monthly mortgage payment, freeing up significant cash flow for other purposes
- Can help clients shift to a tax-free income stream, preserving invested assets and lowering the income tax burden of qualified plan distributions
- Can provide a credit line that is guaranteed to grow over time, providing funds to offset longevity risks
- Can DOUBLE your clients chances of making their money last through a long, successful retirement?
- Has been through an FHA overhaul to make it a safer, lower cost program than what most people expect?
- Can be used to help your clients with very little effort on your part?
Join us for an informational call with Becky Bell, CFP – a thought-leader in the movement to use reverse mortgages as part of a financial plan. Becky has all the most current research and will share strategies on how you can learn more to help your clients build a longevity plan.
Feb 7, 11:00 am (1hr)
Feb 9, 9:00 am (1hr)
Industry Information Links: