Staying up-to-date on a variety of planning solutions is part of every financial adviser’s fiduciary responsibility to clients approaching retirement age. During this webinar, advisers will understand why homeowners age 62+ should consider a reverse mortgage to improve cash-flow in retirement, and how to take the next step to learn how to incorporate this concept into their practice while adding value to your clients’ long-term financial plans.


Level of Complexity: Overview

Course Information
Course Date:
June 06, 2018
Course Objectives
  • Understand how HECM strategies can help clients meet their retirement goals with four in-depth best use scenarios.
  • Analyze scenarios for a client’s specific situation using the latest technology.
  • Identify clients who could benefit from additional liquidity without tapping other assets.
Home Equity Planning How-To: Identify Candidates and Introduce Reverse Mortgages into Your Practice - On Demand
Speaker Information
Jerry Auippa  [ view bio ]
Chris Mayer  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$49.00