Webinar Registration

How to Reduce Financial Risks During Retirement for Clients Carrying a Mortgage Balance

Tuesday, January 19, 2021 | 12:00 PM — 1:00 PM EST

More and more people are heading into retirement with a mortgage. According to the Federal Reserve, it is estimated 35% of those aged 65-74 and 23% of those 75 or older carry a mortgage balance. 

Join reverse mortgage specialist Matthew Allen as he demonstrates the advantages of older clients switching from a conventional mortgage to a reverse mortgage and the massive power of continuing to make monthly mortgage payments on a reverse mortgage. Matthew will explain how the reverse mortgage and its voluntary payment option* create financial security, safety, and flexibility compared to a conventional mortgage. Attendees will also learn how any older client can benefit tremendously from making the switch to a reverse mortgage, even if they don’t “need” a reverse mortgage right now.

Attendees will learn: 
  • How clients can save every mortgage payment for future use while still paying down the mortgage balance. 
  • How clients can create flexibility in the mortgage payment when household income is lost or reduced, or expenses increase. 
  • How clients can create a pool of income-tax-free cash to deal with financial emergencies and other financial challenges. 
  • How clients can be prepared for 10 common financial risks during retirement without raiding the retirement portfolio

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

*As with any mortgage, borrowers must meet loan obligations, keeping current with property taxes, insurance, and maintenance.
Not tax advice. Consult a tax professional.

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