No longer a "loan of last resort," the new reverse mortgage can be used to purchase or refinance a home for a safer retirement with a greater cash flow.
Join us for a workshop to learn about the potential benefits to your clients, including better cash flow, lower taxes, increase in net worth.*
Remember, what they don’t know can hurt them!
- Why 62, not 82, is the best time to secure a reverse mortgage especially if income and wealth are still high.
- How a Home Equity Conversion Mortgage (HECM) has the potential to reduce tax obligations.*
- Harold Evensky and Texas Tech University recent financial planning studies for HECMs.
Time: 2:30 PM
1512 Eureka Rd., Ste110
Roseville, CA 95661