Past Webinar: Watch on Demand

Thomas Dickson

Tuesday, April 30, 2019 | 4:00 PM — 5:30 PM EDT

6 Ideas for Seniors with Mortgage Payments

Presented by:
Thomas Dickson

Planning Support for Financial Advisors

Reverse Mortgage Funding LLC (RMF) works with many financial advisors who have clients struggling with mortgage payments in their 60s, 70s, and even 80s. And yet, these clients may be able to use a reverse mortgage to avoid this monthly strain.  

Join Tom Dickson for a special webinar when he will educate you on the options that may be available to these types of clients so you, in turn, can help them make informed decisions.  

Your clients are not alone as we have found that 68% of the financial advisor clients who used a reverse mortgage from RMF* did so to pay off a traditional mortgage and eliminate their required monthly payment. Plus, many qualified for enough money that they have additional funds available after the mortgage payoff. 

Bonus: Tom will use MoneyGuidePro to show how to model mortgage refinance cases.

You should attend if you have clients 62 or older making mortgage payments who are: 

  • Struggling with monthly cash flow
  • Draining their savings to make mortgage payments
  • Paying taxes on qualified withdrawals to make mortgage payments
  • Can use “cash out”

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

*These figures are based on actual results from Jan. – Sept. 2017 from borrowers that were referred to RMF by financial advisors.  

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