In the second part of this case-study series focusing on home equity as an effective strategy in comprehensive financial planning, we will use real-life scenarios to examine how a reverse mortgage helps manage risks that can disrupt an asset longevity plan and result in an excessive or premature drain of invested assets. Participants will learn how to integrate the reverse mortgage program as a pro-active planning tool, develop strategies for turning dormant equity into opportunity, and effectively communicate to clients “why and how” this tool provides unique planning solutions that can safeguard any later-life funding strategy. 

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 to Manage Risk - 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