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Nathan Truax

Thursday, February 28, 2019 | 12:00 PM — 1:00 PM EST

Gift Annuity for Home and Other Charitable Planning Strategies

Presented by:
Nathan Truax

Regional Director – Pacific Southern Region, Lincoln Financial Advisors

Steve Mancini, Esq.

Principal and Founder, Law Firm of Strazzeri Mancini, LLP

Join Nathan Truax, Regional Director for Lincoln Financial Advisors and estate planning attorney Steve Mancini for a special webinar as they share a little known strategy large nonprofits and estate planning attorneys have used for decades to help clients create additional lifetime income, reduce their taxes and leave a legacy - all while giving back.

Nathan will review four client cases and how the strategy has worked in real-life situations. The strategy, known as Gift Annuity for Home, is a way for insurance and investment professionals to generate additional sales and/or acquire new assets under management.

You should attend if you have clients that are 65 and older that are looking for: 
  • Ways to increase their monthly cash flow
  • Tax Reduction Strategies
  • Avenues to create a legacy
  • Opportunities to Give Back

Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations. One California Dept. of Insurance CE credit will be provided to eligible licensees.

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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!


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.

 

GET eBook NOW

 

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.  

 

DOWNLOAD GUIDE NOW

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.

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. 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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