Retirement Income Planning
Options you haven't considered
Friday, March 12th
11:30am ET / 10:30am CT / 9:30am MT / 8:30am PT
Harlan Accola, CRMP
National Reverse Mortgage Director
Fairway Independent Mortgage Corporation
Jim Silbernagel, CFP®, CEPS, LACP, LUTCF
President & Host
Real Wealth® Marketing
IT'S NOT ABOUT ASSETS - IT'S ABOUT CASHFLOW.
Financial advisors have long looked at Reverse Mortgages as the “Loan of Last Resort." This session will create a major paradigm shift in your thinking. Harlan explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the necessity of using reverse mortgages at the age of 62, not 82.
Reverse Mortgages aren't for everyone, but having it in your toolbox of retirement income tools is a great way to differentiate yourself from your competition. It will help you show your clients that you think outside of the box and care about their happiness in retirement.
KEY TAKEAWAYS
How a reverse mortgage can reduce tax obligations
Decrease Sequence of Returns Risk
Increase Portfolio Survivability for your clients
Non-correlated income stream & risk mitigator
"Harlan points out some of the key aspects of why American’s dislike reverse mortgages and how to overcome this psychological barrier.”
– Jamie Hopkins, Eq.,MBA, LLM, CLU®, ChFC®, RICP®, CFP
SAVE YOUR SEAT
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