Complimentary On-Demand Webinar

Home Equity in Retirement Planning
The combination of rising inflation and underperforming investment markets, has many financial advisors considering housing wealth to help safeguard and improve retirement outcomes.

Often serving as a client’s largest asset, strategically accessing housing wealth with a reverse mortgage may:

  • Manage long-term care risks
  • Bridge gaps to maximize social security
  • Eliminate a mortgage payment
  • Fund legacy strategies and more

Note: This course is not eligible for CFP CE credits.

Home Equity In Retirement Planning

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