Past Webinar: Watch on Demand

Tim Jackson

Tuesday, March 03, 2020 | 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 for your clients. 

Tim will also share powerful tools that you can use to model the use of the unique HECM reverse mortgage credit line. Plus, Tim will discuss a new reverse mortgage product with a max loan amount of up to $4 MM that eliminates almost ALL closing costs* and has potentially lower interest rates.

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.

You should attend:

  • If you have clients 60+ with retirement plans at-risk
  • If you have clients 60+ with NO long-term care insurance
  • If you have clients 60+ making mortgage payments
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

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