Past Webinar: Watch on Demand

Christian Mills

Tuesday, July 27, 2021 | 12:00 PM — 1:00 PM EDT

Monetizing Home Equity with Today’s Reverse Mortgage

Presented by:
Christian Mills

Reverse Mortgage Specialist, Reverse Mortgage Funding LLC

Nathan Johnson

Reverse Mortgage Specialist, Reverse Mortgage Funding LLC

Homeowners aged 62 and older currently hold a record $8.05 trillion in home equity. This age group holds 1/3 of the country’s housing wealth and yet nearly 37% of retirees are worried about their financial security in retirement.

Unfortunately, most homeowners 60 and older* don’t realize that a reverse mortgage can help them monetize their home equity and take control of their finances while limiting the impact of market volatility – allowing them to access income-tax-free† cash to help fund their retirement needs and goals.

Attendees will learn:

  • What improvements have been made and what consumer safeguards have been added to reverse mortgages in recent years
  • The four common reverse mortgage strategies for increasing retirement stability
  • The different types of reverse mortgage loans, both federally-insured and proprietary, for real-life applications
  • How to demonstrate reverse mortgage solutions for eligible clients

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

*Not tax advice. Consult a tax professional.

†Not applicable in all states; some states may impose a higher age requirement. Visit www.reversefunding.com/equity-elite for details

Source: NRMLA/RiskSpan Reverse Mortgage Market Index, April 2021. Guerin, Jessica. “Experts: Home equity is key to solving the country’s looming retirement crisis.” HousingWire. 18 Feb. 2019. Accessed; 6 Jan. 2021. Passy, Jacob. “Baby Boomers Own a Third of All U.S. Homes: These Markets Will Feel the Biggest Impact When They Retire.” Barron’s. 02 Dec. 2019.


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