Past Webinar: Watch on Demand

Tim Jackson

Tuesday, May 26, 2020 | 12:00 PM — 1:00 PM EDT

Help Your Clients Mitigate Sequence Risk During a Stormy Economy

Presented by:
Tim Jackson

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

Are your older clients rushing to withdrawal from their retirement accounts or liquidate their assets in this stormy market? 

You can help them create a buffer asset to avoid selling at losses and prevent sequence risk by tapping into one of their greatest untapped assets—their home equity. Even though investments are generating lower returns in the current interest rate environment, the amount of income-tax-free* funds available with reverse mortgages for homeowners age 60+** is growing.
Attendees will learn:
  • How to leverage home equity in a bucketing plan
  • The four common reverse mortgage strategies for increasing retirement stability
  • How a reverse mortgage can help older clients create a greater legacy
  • How clients can defer voluntary mortgage payments† while still accessing additional funds in a down market

Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.
*Not tax advice. Consult a tax professional.
†As with any mortgage, the borrower must meet their loan obligations, keeping current with property taxes, insurance, and maintenance.
**Not applicable in all states; some states may impose a higher age requirement. Visit for details.

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