Webinar Replay | Using Reverse Mortgages to Manage Taxes
Quick Synopsis In this 50-minute session, I walk you through real-world scenarios where retirees used reverse mortgages not as a […]
Strategic Uses
Brace for Impact: 5 Ways to Use Housing Wealth in Volatility
A Wild Ride for Wall Street—and a Wake-Up Call for Retirees I don’t fancy myself an economist—but since 2000, I’ve
Five Strategic Times to Introduce Housing Wealth
A Hero’s Tool: How Housing Wealth Strengthens Retirement Plans As a financial advisor, you are already the hero in your
6 Ways Reverse Mortgages Can Manage Rising Insurance Costs
Navigating the Homeowners Insurance Crisis While recent wildfires in Los Angeles, hurricanes in Florida, and mudslides in North Carolina dominate
Creating a Long-Term Care Health Plan with Reverse Mortgages
A Strategic Guide to Funding Healthcare and Preserving Assets for Middle-Income Retirees As retirees face longer lifespans and rising healthcare
Redeeming Retirement Expectations | How a Simple Conversation Sparked New Hope in a Couple’s Retirement Dream
Meet Jason and Denise Jason and Denise, both 65, had envisioned a retirement filled with travel and entertainment, ticking off
Unlocking Retirement Potential: Five Ways The Modern Reverse Mortgages Benefits Your Clients
As financial professionals, you strive to provide comprehensive solutions to your clients’ retirement needs. One increasingly valuable tool in your