Divorced and widowed women may face unique challenges, such as a reduction in income or the need to relocate or buy out an ex-spouse. For those with substantial home equity, a reverse mortgage loan can be used to manage those challenges. Home equity can serve as an alternative source of cash, assist with long-term care risks, or eliminate a monthly mortgage payment*. The reverse-for-purchase loan can even help a client purchase a new home with no required monthly mortgage payment*.   Register below to learn:

• The basics of a reverse mortgage loan
• How to buyout a spouse with a reverse mortgage and stay in the home
• How to purchase a new home with the H4P - Reverse for Purchase loan
• Review case studies of using a reverse mortgage as a financial solution

Webinar is free, earn 1 CFP CE credit with an $8 processing fee.

Retirement planning has traditionally excluded home equity; however, with seniors controlling over $13 Trillion in housing wealth and planning for 20 years or more in retirement, now may be the time to consider how home equity can be a key component of a retirement plan. In this webinar you’ll learn:

• What a reverse mortgage is, including products, eligibility, misconceptions, and consumer safeguards.
• How home equity can be used to supplement household cash flow, eliminate a monthly mortgage payment*, manage long-term risks, and pay taxes on Roth Conversions.
• Client profiles where a reverse mortgage loan can safeguard a retirement while providing generational wealth transfer and other legacy opportunities.

Webinar is free, earn 1 CFP CE credit with an $8 processing fee.

With highly appreciated home values and retirement lasting longer than ever, many financial advisors see the value in including home wealth as part of a comprehensive retirement plan. Join professor, retirement researcher, author, and guest speaker Dr. Wade Pfau as he shares strategies for using home equity, often one of a client’s largest assets, to improve retirement outcomes. Discover how home equity can be strategically used to:

• Pay taxes on Roth conversions
• Supplement asset distribution strategies
• Manage long-term care risks
• Safeguard retirements against market volatility

Webinar is free.

Divorced and widowed women may face unique challenges, such as a reduction in income or the need to relocate or buy out an ex-spouse. For those with substantial home equity, a reverse mortgage loan can be used to manage those challenges. Home equity can serve as an alternative source of cash, assist with long-term care risks, or eliminate a monthly mortgage payment*. The reverse-for-purchase loan can even help a client purchase a new home with no required monthly mortgage payment*.   Register below to learn:

• The basics of a reverse mortgage loan
• How to buyout a spouse with a reverse mortgage and stay in the home
• How to purchase a new home with the H4P - Reverse for Purchase loan
• Review case studies of using a reverse mortgage as a financial solution

Webinar is free, earn 1 CFP CE credit with an $8 processing fee.