Upcoming Webinars

Wade Pfau, Ph.D.,CFA

Tuesday, June 09, 2020 | 12:00 PM — 1:00 PM EDT

Understanding How Different Types of Annuities Work

Presented by:
Wade Pfau, Ph.D.,CFA

Professor of Retirement Income, The American College

 Annuities with lifetime income provisions offer risk pooling, which tends to be underappreciated as a unique source of returns that is unavailable for an investment portfolio. But there are many types of annuities in the marketplace and understanding how they work can be complex. This presentation seeks to provide a better understanding about different types of annuities, including income annuities such as single-premium immediate annuities, deferred variable annuities, and fixed index annuities. For the latter two, we will focus on how they provide exposure to market upside and on how optional guaranteed lifetime withdrawal benefit riders can support lifetime spending. 

Learning Objectives
  • Distinguish between major annuities categories such as variable or fixed, immediate or deferred
  • Understand mechanics for how downside protection, upside potential, and liquidity features work for different annuity types
  • Appreciate the risk pooling insurance aspect provided by annuitization or by guaranteed distributions through an optional guaranteed lifetime withdrawal benefit

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

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Tim Jackson

Tuesday, June 16, 2020 | 12:00 PM — 1:00 PM EDT

Modeling Reverse Mortgages in MoneyGuidePro®

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Are all of your clients in the Confidence Zone? 

If not, join Tim Jackson for a MoneyGuidePro® demonstration that will feature four reverse mortgage strategies for increasing your clients’ probability of success. During the webinar, Tim will show attendees how to use the “What If” worksheet to add reverse mortgage funds to a client's retirement plan, and how to reduce the amount of cash they hold in retirement cash reserves.  

Who should attend? Financial planners who are “open” to good ideas for using a reverse mortgage to improve their clients’ probability of success or:   
  • If you have clients 60+ with plans at-risk
  • If you have clients 60+ with NO Long-term care insurance
  • If you have clients 60+ making mortgage payments

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

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Jeff Rattiner, CPA, CFP®, MBA, RFC

Tuesday, June 30, 2020 | 12:00 PM — 1:00 PM EDT

Financial Planner’s Ethical Dominance

Presented by:
Jeff Rattiner, CPA, CFP®, MBA, RFC

President and CEO of JR Financial Group, Inc.

The Financial Planner’s Ethical Success® program provides a practical approach to learning the ethical standards of professional conduct and responsibility in an interactive format through the use of real-life scenario cases. 


After this two-hour session, attendees will have a concrete understanding of the dos and don’ts of working with your clients ethically as a CFP® Professional.

 

This session will:

• Review the elements of fiduciary standards and when they apply

• Deliver guidelines to help you determine if financial planning or materials elements of such are being provided

• Help you determine when to communicate potential conflicts of interest

• Explain compensation disclosure requirements to clients and potential clients

• Review, interpret, and apply the principles, rules, practice standards and other critical elements of the Standards of Professional Conduct


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



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Tim Jackson

Tuesday, July 07, 2020 | 12:00 PM — 1:00 PM EDT

Jumbo Reverse Mortgage with a Voluntary Payment†

Presented by:
Tim Jackson

Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC

Are you aware there is a new product available for your clients age 60+* that would allow for voluntary monthly mortgage payments? Today, in the retirement income planning space, academics are placing more and more emphasis on risk in retirement. With this new reverse mortgage product, your clients can eliminate their mandatory mortgage payments† and increase their cash flow with closing costs as low as $125‡ with an Equity Elite® mortgage.

Please join Tim Jackson to learn more about how this new reverse mortgage product will impact your clients’ retirement plans. Tim will also discuss case studies to demonstrate how planners can help clients avoid capital gains and lower their taxes||, all while staying in their home.†

You should attend this webinar if:

• You have clients age 60+
• You need solutions for older clients who are house rich but cash poor 
• You don’t know the facts about today’s proprietary reverse mortgages
• You are unaware of the four reverse mortgage strategies used by advisors

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

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

†As with any mortgage, the borrower must meet their loan obligations, which includes keeping current with property taxes, homeowners insurance, and keeping their home in good condition.

‡With this pricing option, borrower receives a lender credit covering nearly all closing costs. There is a non-refundable independent counseling fee of approximately $125 on average, which the borrower pays directly to the counseling agency. Terms and conditions apply. Not available in all states.

||Not tax advice. Consult a tax professional 

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