Modeling Reverse Mortgages in MoneyGuidePro®
Tuesday, August 27, 2019 | 12:00 PM — 1:00 PM EDT
Are all of your clients in the Confidence Zone?
If not, join Tim Jackson for a MoneyGuidePro® demonstration that will feature four reverse mortgage strategies for increasing your clients’ probability of success. During the webinar, Tim will show attendees how to use the “What If” worksheet to add reverse mortgage funds to a client's retirement plan, and how to reduce the amount of cash they hold in retirement cash reserves.
Who should attend? Financial planners who are “open” to good ideas for using a reverse mortgage to improve their clients’ probability of success or:
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
- If you have clients 60+ with plans at-risk
- If you have clients 60+ with NO Long-term care insurance
- If you have clients 60+ making mortgage payments
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 firstname.lastname@example.org to complete your request. You understand that you can revoke this consent at any time.