We are so glad you are taking the time to learn more about using home equity strategies and reverse mortgages to help your clients.
This product will be increasingly important for current and future retirees as advisors seek new, creative strategies to give their clients more liquidity, improve the efficiency of asset spend down and make the most of assets that have typically remained dormant. The house is where the money is for a majority of Americans – and a big part of your job is helping them find the funds to optimize their options and resources.
If you have clients that are age 62+, you need to understand how and when to consider home equity in your retirement plans.
Ready to learn more?
Click the “Attend a Webinar” tab to register for the next educational session with Becky Bell, CFP…or watch this video to learn what you can do to help clients get more retirement income, without tapping into investment portfolios.