Past Webinar: Watch on Demand

Tim Jackson

Tuesday, March 17, 2020 | 12:00 PM — 1:00 PM EDT

Modeling Reverse Mortgages in MoneyGuidePro®

Presented by:
Tim Jackson

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

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:   
  • 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

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

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