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Thursday, August 18, 2022 | 12:00 PM — 1:00 PM EDT
Monetizing Home Equity with Today's Reverse Mortgage
Presented by:
Christian Mills
Financial Planner Channel Leader, Reverse Mortgage Funding LLC
Vanessa White
Eastern Regional Sales Manager, Reverse Mortgage Funding LLC
Homeowners aged 62 and older currently hold a record $10.19 trillion in home equity. This age group holds 1/3 of the country’s housing wealth and yet nearly 37% of retirees are worried about their financial security in retirement.
*Unfortunately, most homeowners 55 and older
† don’t realize that a reverse mortgage can help them monetize their home equity and take control of their finances and limit the effects of market volatility – allowing them to access income-tax-free‡ cash to help fund their retirement needs and goals.
After attending this webinar, you’ll be able to educate your clients on the benefits of reverse mortgages, and you’ll be able to create a buffer asset for your clients to avoid selling at losses and prevent sequence risk while creating a larger legacy.
Attendees will learn:
- What improvements have been made and what consumer safeguards have been added to reverse mortgages in recent years
- The four common reverse mortgage strategies for increasing retirement stability
- The different types of reverse mortgage loans, both federally-insured† and proprietary, for real-life applications
- How to demonstrate reverse mortgage solutions for eligible clients
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.*Sources: Source: NRMLA/RiskSpan Reverse Mortgage Market Index, January 2022. Guerin, Jessica. “Experts: Home equity is key to solving the country’s looming retirement crisis.” HousingWire. 18 Feb. 2019. Accessed; 6 Jan. 2021. Passy, Jacob. “Baby Boomers Own a Third of All U.S. Homes: These Markets Will Feel the Biggest Impact When They Retire.” Barron’s. 02 Dec. 2019.
†Available to borrowers as young as 55 in select states only. Higher minimum age requirements may apply. Visit www.reversefunding.com/equity-elite for details.
‡Not tax advice. Consult a tax professional.
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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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Welcome to Retirement Experts Network
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. 
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