• For many families, home equity is their largest asset—and their least understood planning tool.

  This webinar explains how reverse and other home equity mortgages really work, when they belong in a financial plan, and how to evaluate them objectively.

• HECM/Reverse Mortgage Basics (without the Fluff)

  - How modern reverse mortgages work
  - What's changed from the past
  - Common myths - and why they persist

• When does a mortgage in retirement improve the plan? When can it blow up a plan?

  Instead of asking "Good or bad?" we ask:
  
  - What problem are we solving?
  - What are the tradeoffs?
  - What alternatives exist? 

• What this can mean for Financial Advisors

  Should the entire balance sheet be part of retirement planning? It already is, even if you don't view it that way!
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  - When and how a retirement mortgage can protect portfolios
  - When they introduce risk
  - How to coordinate a reverse or other mortgage and retirement plans

• Access – free calculators to answer the quick reverse questions

  All attendees will gain access to our reverse mortgage calculators to answer the most immediate client questions.