Webinar Registration

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

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

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.

We respect your privacy.

By clicking “Save My Seat”, you are providing your signature and express “written” consent to be contacted by or on behalf of Reverse Mortgage Funding LLC, its affiliates and/or its agents (collectively Company) at the telephone, email or mailing address that you have provided for purposes of fulfilling this inquiry about the Company’s products or services, even if you have previously registered on a “do not call” government registry or requested Company to not send marketing information to you by email and/or direct mail. You agree that the Company may use automatic telephone dialing systems and prerecorded voice messaging in connection with calls or texts made to the telephone number you provide even if the telephone number is assigned to a cellular or mobile telephone service or other service for which the called party is charged. You understand that you are not required to consent to receiving autodialed calls or texts as a condition of purchasing any Company products or services. If you do not wish to authorize Company to contact you in this manner, please email experts@reversefunding.com to complete your request. You understand that you can revoke this consent at any time.