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:
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.
- 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
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