Tuesday, January 28, 2020 | 12:00 PM — 1:00 PM EST
The New Case for Reverse Mortgages and their Four Common Uses
Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC
Leading retirement researchers have concluded that today's reverse mortgages, both government-insured and proprietary, can improve a client's retirement income efficiency, retirement sustainability and their legacy.
Join Tim Jackson for a special webinar to learn about the pros and cons of reverse mortgages, especially the new consumer protections and changes in eligibility criteria.
The four common uses of reverse mortgages will also be reviewed. Attendees will learn how to incorporate home equity into their clients' holistic financial plans, and how to create reverse mortgage solutions that are tailored to individual client needs.
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
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Dr. Pfau's detailed analysis of reverse mortgages emphasizes:
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- That the strategic use can improve retirement income efficiency + create a larger legacy!
- That a reverse mortgage shouldn't be a last resort!
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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. 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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