Monday, November 19, 2018 | 12:00 PM — 1:00 PM EST
Modeling Reverse Mortgages in eMoney®
National Sales Manager for the Financial Planning Channel at Reverse Mortgage Funding LLC
Are you prepared to answer your clients’ questions about reverse mortgages? Do you know how to model them in eMoney? Register now for this CE-approved webinar when Tim Jackson will show you how to use the decision center to determine both if a reverse mortgage is a good idea. Tim will also share a powerful Excel workbook that you can use to model the use of the unique reverse mortgage credit line.
Who should attend? Financial planners who understand reverse mortgage basics and are “open” to good ideas for using a reverse mortgage to improve their client’s cash flow. If you have any clients 62 or older with any of the following conditions:
- If you have clients 62+ with retirement plans at-risk
- 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.
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Have YOU read the book that EVERY retirement researcher is talking about?
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Dr. Pfau's detailed analysis of reverse mortgages emphasizes:
- That all advisors need to take a fresh look!
- Starting a credit line early!
- That the strategic use can improve retirement income efficiency + create a larger legacy!
- That a reverse mortgage shouldn't be a last resort!
The second edition is now fully updated for the HUD rule changes that went into effect on October 2, 2017.
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Get your free copy of the 2018 Social Security Q&A Guide!
The guide includes all of the 2018 adjustments for calculating benefits, and provides important information regarding changes to Social Security policies in recent years and how these laws will affect strategies used to maximize benefits in retirement.
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Options for Moving in Retirement Using the HECM for Purchase
By: John Salter, Ph.D., CFP®
Principal & Wealth Manager at Evensky & Katz / Foldes Financial
& Associate Professor at Texas Tech University
Many retirees will choose to move from the large home in which they raised their family into something smaller and more manageable to maintain. These retirees will be faced with the financial decision of how to best finance their new home. Traditional financing options exist which include paying cash for the home, or using a traditional mortgage. One newer, and lesser known option, is the Home Equity Conversion Mortgage (HECM) for Purchase, where the HECM reverse mortgage can be used directly for the purchase of a new home.
To access this white paper, you must be a registered REN user. Login or register now.
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Created specifically for financial advisors, this educational platform is brought to you by Reverse Mortgage Funding LLC (RMF). Our purpose is to help you learn more about important retirement issues, so you can add value to your services and maximize your effectiveness. Membership is free, and provides access to valuable resources including on-demand access to past webinar videos, articles from industry experts, and other educational materials — plus much more.
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