Past Webinar: Watch on Demand

Rob Cooper

Tuesday, November 24, 2020 | 12:00 PM — 1:00 PM EST

Help Your Clients Rightsize Their Home Without Downsizing Their Cash Flow

Presented by:
Rob Cooper

National Sales Leader for Strategic Business Development, Reverse Mortgage Funding

Your older clients have worked hard to preserve and grow their nest eggs and maintain their retirement investment accounts with your help. The last thing they want to do is drain their savings or add another monthly bill in order to buy a new home. That’s where a powerful financial tool can help—the reverse mortgage for purchase.

Join Rob Cooper, National Sales Leader for Strategic Business Development at Reverse Mortgage Funding LLC, to learn how your clients age 60 and older* can purchase a new home that will better fit their changing needs without having a mandatory monthly mortgage payment.

Attendees will learn:

  • How the reverse mortgage for purchase compares to traditional home financing options
  • How clients can maximize their cash flow and maintain their portfolio while buying a new home
  • How their clients can increase their purchasing power by combining a down payment with reverse mortgage loan proceeds
  • How clients can rightsize to a new home that better suits their evolving lifestyle in retirement while improving their financial flexibility

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

*Not applicable in all states; some states may impose a higher age requirement. Visit for details.

†As with any mortgage, the borrower must meet their loan obligations, keeping current with property taxes, insurance, and maintenance.

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