Tuesday, July 07, 2020 | 12:00 PM — 1:00 PM EDT
Help Your Clients Mitigate Sequence Risk During a Stormy Economy
Presented by:
Tim Jackson
Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC
Are your older clients rushing to withdrawal from their retirement accounts or liquidate their assets in this stormy market?
You can help them create a buffer asset to avoid selling at losses and prevent sequence risk by tapping into one of their greatest untapped assets—their home equity. Even though investments are generating lower returns in the current interest rate environment, the amount of income-tax-free* funds available with reverse mortgages for homeowners age 60+** is growing.
Attendees will learn:
- How to leverage home equity in a bucketing plan
- The four common reverse mortgage strategies for increasing retirement stability
- How a reverse mortgage can help older clients create a greater legacy
- How clients can defer voluntary mortgage payments† while still accessing additional funds in a down market
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations. *Not tax advice. Consult a tax professional.†As with any mortgage, the borrower must meet their loan obligations, keeping current with property taxes, insurance, and maintenance.**Not applicable in all states; some states may impose a higher age requirement. Visit www.reversefunding.com/equity-elite for details.
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Dr. Pfau's detailed analysis of reverse mortgages emphasizes:
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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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