Video | Three Case Studies
Who is MoneyGuidePro™?
MoneyGuidePro™ is one of the most widely used financial planning software platforms for advisors. Designed to create personalized retirement strategies, it helps advisors and their clients navigate income planning, tax strategies, Social Security optimization, and more. Now, with the integration of reverse mortgages, advisors can leverage housing wealth as a powerful retirement asset.
The Modern Reverse Mortgage: More Than a Last Resort
Today’s reverse mortgage is a flexible financial tool backed by government regulations and academic research. No longer just for the “house-rich, cash-poor,” it is now used strategically to:
✅ Eliminate Monthly Mortgage Payments – Free up cash flow in retirement. 01:30
✅ Defer Social Security – Optimize benefits for a stronger financial future. 13:10
✅ Use a Reverse Mortgage for Purchase – Downsize or relocate with financial flexibility. 25:43
Watch the MoneyGuidePro™ Demonstration
In this new video, we showcase how MoneyGuidePro™ integrates reverse mortgages through three real-world case studies. Watch the software in action and see how it helps retirees reduce financial stress, optimize their income, and make smarter housing decisions.
What to Do When You Have a Client or a Case?
- Go to www.HousingWealthPro.com and request a Housing Wealth Illustration. Give Details in the “Notes” Section including the clients’ phone # if they would like a Housing Wealth Assessment. You can also
- Schedule a Time to Speak with Me: Click Here
Related Articles:
- Five Strategic Times to Introduce Housing Wealth
- Creating a Long-Term Care Health Plan with Reverse Mortgages
- How to Uncover the Social Security Time Bomb
The content of this blog is for financial advisors and professionals only and is not intended for consumer use. Names, cases, and scenarios are fictionalized for illustrative purposes. The opinions expressed here are those of the author alone and do not reflect the views of any affiliated entities or individuals. Don Graves, NMLS #142667.
