Past Webinar: Watch on Demand

Christian Mills

Thursday, November 17, 2022 | 12:00 PM — 1:00 PM EST

Monetizing Home Equity with Today's Reverse Mortgage

Presented by:
Christian Mills

Financial Planner Channel Leader, Reverse Mortgage Funding LLC

Mark Eshelman

Reverse Mortgage Specialist, Reverse Mortgage Funding LLC

Homeowners aged 62 and older currently hold a record $11.58 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 55 and older don’t realize that a reverse mortgage can help them monetize their home equity and take control of their finances and limit the effects of market volatility – allowing them to access income-tax-free‡ cash to help fund their retirement needs and goals.

After attending this webinar, you’ll be able to educate your clients on the benefits of reverse mortgages, and you’ll be able to create a buffer asset for your clients to avoid selling at losses and prevent sequence risk while creating a larger legacy.

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.

*Sources: Source: NRMLA/RiskSpan Reverse Mortgage Market Index, October 2022. 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.
Available to borrowers as young as 55 in select states only. Higher minimum age requirements may apply. Visit www.reversefunding.com/equity-elite for details.
Not tax advice. Consult a tax professional.

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