Hidden Wealth: Unlocking Home Equity for Retirement Planning

Elderly homeowners own $7 Trillion in home equity yet many are struggling to fully fund their retirement. Why aren’t more financial advisors incorporating this hidden wealth into their clients retirement plans? In this 1-hour presentation, we take a deep dive into the FHA-insured Home Equity Conversion Mortgage (HECM) to understand how it can improve the retirement plans of clients, protect against longevity risk, be optimized to fit with client goals, and to do so in an ethical and compliant manner. This session will help you learn about today’s products that offer many more options and built-in safeguards to ensure a great client experience.

Sponsored by Longbridge Financial, LLC.