Is Today's Older Homeowner Sitting on a Gold Mine?

Elderly homeowners own nearly $13 trillion in home equity, and many struggle with a financial plan that fully funds their lifetime expenses. However, financial advisors often overlook this hidden wealth. Why? 

In this 1-hour presentation, we take a deep dive into the FHA Home Equity Conversion Mortgage (HECM) and new attractive and low-cost proprietary products to understand how they can improve the retirement plans of clients, protect against longevity risk, be optimized to fit with client goals and to do so in an ethical and compliant manner. Home equity is one of the largest sources of assets for clients, and reverses mortgages can unlock this hidden wealth safely and standardized. With new, best interest and compliance standards for financial advisors, the value of considering home equity in the planning process is growing.

Learning Objectives:

• Review changes to the HECM program over the past several years that have strengthened consumer protection.
• Understand the core foundation of reverse mortgages. 
• Discover unconventional techniques for financing preferred care and appropriate housing.

Learn how to "Right-size" a home without downsizing cash flow.