Tuesday, April 07, 2020 | 12:00 PM — 1:00 PM EDT
Modeling Reverse Mortgages in eMoney®
Presented by:
Tim Jackson
Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC
Are you prepared to answer your clients’ questions about reverse mortgages? Do you know how to model them in eMoney? Register now for this CE-approved webinar when Tim Jackson will show you how to use the decision center to determine both if a reverse mortgage is a good idea for your clients.
Tim will also share powerful tools that you can use to model the use of the unique HECM reverse mortgage credit line. Plus, Tim will discuss a new reverse mortgage product with a max loan amount of up to $4 MM that eliminates almost ALL closing costs* and has potentially lower interest rates.
Who should attend? Financial planners who understand reverse mortgage basics and are “open” to good ideas for using a reverse mortgage to improve their client’s cash flow.
You should attend:
- If you have clients 60+ with retirement plans at-risk
- If you have clients 60+ with NO long-term care insurance
- If you have clients 60+ making mortgage payments
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
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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.
To access this white paper, you must be a registered REN user. Login or register now.
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