Attend a Webinar

Join our expert presenters for an informative look at home equity as part of a comprehensive retirement plan.

TitleDateStart TimeDurationRegister
Empowering Clients to Retire on the Home Wondering how to take reverse mortgage concepts you’ve heard about and turn that knowledge into compliant strategies for your clients? Strategic use of a reverse mortgage can deliver improved retirement cash flow and increased portfolio longevity for longer retirements, as demonstrated by research from the American College of Financial Services and other noted universities.

In this webinar, we’ll cover:

• Changes to the HECM program over the past several years that have strengthened consumer protections
• The core foundation of reverse mortgages including qualification, ongoing requirements, consumer protections, costs, disbursement of funds, credit line growth, and settlement.
• How impactful funds from home equity improves outcomes for retirement and estate planning
• How to apply HECM/Private reverse mortgage strategies using web-based learning tool for 3 case studies
• Compliance considerations of when and how to present a reverse mortgage
30/1/202011:00am CST1 hour
Register
Empowering Clients to Retire on the Home Wondering how to take reverse mortgage concepts you’ve heard about and turn that knowledge into compliant strategies for your clients? Strategic use of a reverse mortgage can deliver improved retirement cash flow and increased portfolio longevity for longer retirements, as demonstrated by research from the American College of Financial Services and other noted universities.

In this webinar, we’ll cover:

• Changes to the HECM program over the past several years that have strengthened consumer protections
• The core foundation of reverse mortgages including qualification, ongoing requirements, consumer protections, costs, disbursement of funds, credit line growth, and settlement.
• How impactful funds from home equity improves outcomes for retirement and estate planning
• How to apply HECM/Private reverse mortgage strategies using web-based learning tool for 3 case studies
• Compliance considerations of when and how to present a reverse mortgage
12/2/20201:00pm CST1 hour
Register
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PRERECORDED WEBINARS

A New Look at Reverse Mortgages—An Emerging Retirement Income Tool
Learn how to incorporate a reverse mortgage into comprehensive, effective strategies for your clients. The strategic use of a reverse mortgage can deliver improved retirement cash flow and a higher chance of portfolio survival in an extended retirement.

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Home Equity Planning “How To”: Identify Candidates and Introduce
Reverse Mortgages into Your Practice
Most advisors understand that homeowners age 62 and older should consider a reverse mortgage to improve cash-flow in retirement. In part 2 of our HECM Advisor series, we’ll show you how to take the next step and integrate the concept in your practice and add value for your clients.

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