In this dynamic presentation, your advisors will discover…
– Do Fred and Fonzie really get it?
– Reverse Mortgages; the black sheep of the financial products world
– Why should you care? Five powerful reasons to keep this product in your tool chest
– How to keep your clients from withdrawing more than their RMD’s
– Improving your bottom line by educating your clients
– Getting it done the easy way
In this dynamic presentation, you will discover…
– What is it?
– Is it safe?
– How the Reverse Mortgage industry got its black eye.
– Why this is now being considered one of the primary retirement
tools in financial services
– What to avoid when considering a Reverse Mortgage
– How benefits are calculated
– A safe way to add a spouse under age 62
– Why even consider a reverse mortgage?
– Helpful for house rich, cash poor borrowers but also what it
may do for mid & HNW clients
– What your Financial Planner sees
– Shifting the burden of health care to Medicare or MediCal.
– Retention of Assets
– Reducing income taxes
– Maximizing your Social Security benefits