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Learn how you can add another tool to help your clients build a more secure retirement.

Understanding the Reverse Mortgage: New Tools to Incorporate Home Equity into Retirement Planning

3/9/20191:00pm EDT1 hour
Understand the core foundation of a reverse mortgage and learn about free modeling tools provided by Longbridge Financial that can help you and your clients figure out when and how to strategically incorporate a reverse mortgage into your financial plans. With live and easy walkthroughs, we'll explore Longbridge Financial's free tools:
- Reverse Mortgage Estimator - Estimate the proceeds from the reverse mortgage, including the credit line growth over time.
- Home Equity Engine - Incorporate reverse mortgage proceeds into a financial model of your clients' plans with the new Home Equity Engine, a rigorous Monte Carlo simulation that models your clients' cash flow with and without a reverse mortgage.


"Longbridge has been very easy to work with, making the reverse mortgage easy for me and for my clients. They make sure everyone really understands how the program works and their responsibilities. Plus their pricing saves clients a lot of money!"

Steve B, TX

"I have used Longbridge for reverse mortgages for two of my clients over the last year. I plan to continue to use this group as an additional arrow in my quiver of planning resources. I would strongly encourage any open minded planner to use reverse mortgages for select clients…"

Daryl C, TX

"Longbridge is very easy to work with and responsive to all questions about reverse mortgages."

John M, GA