Past Webinar: Watch on Demand

Tim Jackson

Monday, November 19, 2018 | 12:00 PM — 1:00 PM EST

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. Tim will also share a powerful Excel workbook that you can use to model the use of the unique reverse mortgage credit line.

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. If you have any clients 62 or older with any of the following conditions:

  • If you have clients 62+ with retirement plans at-risk
  • If you have clients 62+ with NO long-term care insurance
  • If you have clients 62+ making mortgage payments

Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.


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