Tuesday, October 22, 2019 | 12:00 PM — 1:00 PM EDT
Modeling Reverse Mortgages in MoneyGuidePro®
Presented by:
Tim Jackson
Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC
Are all of your clients in the Confidence Zone?
If not, join Tim Jackson for a MoneyGuidePro® demonstration that will feature four reverse mortgage strategies for increasing your clients’ probability of success. During the webinar, Tim will show attendees how to use the “What If” worksheet to add reverse mortgage funds to a client's retirement plan, and how to reduce the amount of cash they hold in retirement cash reserves.
Who should attend? Financial planners who are “open” to good ideas for using a reverse mortgage to improve their clients’ probability of success or:
- If you have clients 60+ with plans at-risk
- If you have clients 60+ with NO Long-term care insurance
- If you have clients 60+ making mortgage payments
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
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Have YOU read the book that EVERY retirement researcher is talking about?
Get your FREE copy of Dr. Wade Pfau's New eBook now!_resized.jpg?ver=2018-02-22-231244-447×tamp=1519341167361)
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 2019 Social Security Q&A Guide!
The guide includes all of the 2019 adjustments for calculating benefits, and provides important information regarding changes to Social Security policies in recent years, and how these laws will affect the strategies your clients can use 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.
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