In the first part of the case-study series focusing on home equity as an effective strategy in comprehensive financial planning, we will look at real-life scenarios, to explore how using a reverse mortgage as an income tax free alternative to selling low cost-basis assets, or to facilitate life insurance strategies and Roth Conversions, can help protect your client’s heirs from large income tax liabilities. Participants will learn how they can use the reverse mortgage program as a pro-active planning tool, and will create strategies for turning dormant equity into solutions and opportunities they can present to clients as viable safeguards in their estate and legacy plans. 

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP® professionals or unfamiliar with subject.

Course Information
Course Date:
May 07, 2020
Course Objectives
  • Discuss broad-based knowledge of the reverse mortgage product.
  • Outline opportunities to enhance a later-life asset and income distribution plan.
  • Identify risks in clients' financial plans that could be mitigated by including home equity into the planning process.
Case Study: Using Home Equity for Estate and Legacy Planning - On Demand
Speaker Information
Steve Resch  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 0.50
FPA Member Price:$0.00
Non-Member Price:$0.00