Are all of your clients in the Confidence Zone? If not, join Tom Dickson for a MoneyGuidePro® demonstration that will feature four strategies for increasing your clients’ probability of success. Tom has worked with countless MoneyGuidePro® users to educate them on various “workarounds” for modeling reverse mortgage strategies. During the webinar, Tom will also share a workbook used to calculate future income amounts from a reverse mortgage credit line that can be added to a client plan.
Who should attend? Financial planners who are “open” to good ideas for using a reverse mortgage to improve their client’s probability of success and clients 62 or older with any of the following conditions:
Please Note: One CE credit will be provided for CFP, RICP, CLU and ChFC designations.
During the webinar, Jamie will share how to:
This session will:
Please Note: Two Approved CE Ethics credits will be provided for CFP, RICP, CLU and ChFC designations.
Retirement Experts Network is an educational platform for financial professionals brought to you by Reverse Mortgage Funding LLC, a reverse mortgage lender.
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This Site is provided for convenience only, and Reverse Mortgage Funding LLC and its affiliates (“RMF”) make no warranties concerning the accuracy or completeness of any of the information. Information is subject to change without notice, and RMF is under no obligation to provide updated information. Materials or statements made by a third party and located or posted on the Site are those of the third party and do not necessarily reflect the official policy or position of RMF. This is not financial, tax, compliance or legal advice and should not be taken or relied upon as such. Each individual should consult with his/her financial, tax, compliance or legal profession. Some information may contain paid or sponsored content or speakers. Mention of product, process or service shall not be construed as an endorsement or recommendation by RMF.
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†Not tax advice. Consult a tax professional.
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