Past Webinar: Watch on Demand

Tim Jackson

Tuesday, July 02, 2019 | 12:00 PM — 1:00 PM EDT

How Does a Reverse Mortgage Impact a Divorce? (And Other Advanced Planning Strategies)

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

More and more reverse mortgages have become the hot topic of conferences across the country. With recent academic research confirming the need to discuss the impact housing wealth has on client outcomes, planners are often left with more questions than answers when it comes to advanced planning strategies and the impact a reverse mortgage can have on life events like divorce, a long-term care event, or the death of a spouse. 

In this session, Tim Jackson will model three case studies in financial planning software to determine the impact on cash flow, probabilities of success, and legacy values. Ubiquitous to Social Security planning strategies, advisors across the country are using home equity to serve more clients.  

You should attend this session if you:
  • Already know reverse mortgage Basics
  • Have clients age 60 or older who can’t afford a divorce
  • Have clients discussing reverse mortgages and need to understand the impact of incorporating one into a plan
  • Want to learn how to model reverse mortgages into financial planning software
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

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