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Brennan Hannon

Tuesday, August 20, 2019 | 12:00 PM — 1:00 PM EDT

Why 529s: Increasing Your Prospect Base

Presented by:
Brennan Hannon

Advisor Relations Manager at CollegeInvest

Think 529s have a limited place in your business practice? Think again! The discussion with your clients who may need a 529 increases your credibility and enhances the relationship with your customer. In addition, using 529s can expand your client prospects. 

Join Brennan Hannon, Advisor Relations Manager at CollegeInvest, when he will cover 529 basics including plan types, general and state tax benefits, qualified and non-qualified distributions, and an overview of the new tax laws. In addition, he will discuss using 529s to gain access to prospects and increase value for your clients. 

Attendees will:
  • Understand 529s including contributions and distributions 
  • Learn how 529s can expand your business and deepen client relationships 
  • Understand how 529s fit in to the college funding equations
  • Learn how to use 529s in estate planning and wealth transfer 

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!


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.

Become a member today, if you haven’t already!

 

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