Have you stress tested client plans to measure the impact of a bear market? Or, have you modeled how costly long-term care expenses would affect their retirement plan? If not, register now for this special webinar when Tom Dickson will show you how to model financial stressors like these using MoneyGuidePro®.
He will also share common “workarounds” for modeling reverse mortgage strategies in programs like eMoney, NaviPlan, Profiles, and Right Capital. Plus, he will share a workbook that can be used to calculate future draws from a HECM reverse mortgage credit line.
Who should attend? Financial planners who are “open” to good ideas for using a reverse mortgage to improve their client’s probability of success and clients 62 or older with any of the following conditions:
- If you have clients 62+ with plans that can’t survive a bear market
- If you have clients 62+ with NO long-term care insurance
- If you have clients 62+ making mortgage payments
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.