Webinar Registration

Bridging the Gap: How to Talk to Clients About Tapping into Their Home Equity

Thursday, September 15, 2022 | 12:00 PM — 1:00 PM EDT

With the likelihood of lingering long-term effects from the pandemic, rising inflation, and climbing healthcare costs, the threat of financial insecurity looms large for your older clients. That’s why it's never too early to discuss incorporating reverse mortgage solutions into a client's strategic plan. 

Today’s savvy financial advisor knows that tapping into housing wealth provides yet another tool to sustain a client’s changing needs and financial obligations as they age. Plus, by creating that buffer asset, advisors may also foster portfolio longevity and retain management of more of their clients' assets as they age.

But many advisors are unsure how to broach the topic with their 55+ clients—especially given the unfortunate misconceptions many consumers still have about this practical tool. 

Join Christian Mills, Financial Planner Channel Leader at RMF, for a unique look at how to bridge that educational gap and help your clients understand the real value of their home equity from a holistic planning approach. 

During the webinar, attendees will learn how to:
  • Address common misconceptions clients may have regarding reverse mortgages
  • Educate clients on the safeguards and protections available to clients who utilize their home equity
  • Use effective strategies and loan scenario models to demonstrate improved probabilities of success for clients
  • Demonstrate transparent, comprehensive educational materials to their clients
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

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.

By clicking "SAVE MY SEAT", you are providing your signature and express "written" consent to be contacted by or behalf of Reverse Mortgage Funding LLC, its affiliates and/or its agents (collectively Company) at the telephone, email or mailing address that you have provided for purposes of fulfilling this inquiry about reverse mortgages and/or the Company's products or services, even if you have previously registered on a "do not call" government registry or requested Company to not send marketing information to you by email and/or direct mail. You agree that the Company may use automatic telephone dialing systems and prerecorded voice messaging in connection with calls or texts made to the telephone number you provide even if the telephone number is assigned to a cellular or mobile telephone service or other service for which the called party is charged. You understand that you are not required to consent to receiving autodialed calls or texts as a condition of any reverse mortgage and/or purchasing any Company products or services. If you do not wish to authorize Company to contact you in this manner, you can call 844-804-3863 to complete your request. You understand that you can revoke this consent at any time.

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