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Evaluation

Breakout Session

Educational Breakout Sessions | Block 6

Does a Reverse Mortgage Have a Place in Retirement Planning?

Thursday, September 19, 2024
2:00 PM - 3:00 PM EDT
Location: GCCC: A213-215
CE: 1 CFP CE Credit(s)

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In this panel we will discuss not only how a reverse mortgage works, but under what circumstances it could help safeguard a retirement plan and enhance a legacy. Topics discussed will range from product details, including costs, interest rates and misconceptions, to specific financial planning applications, such as managing long-term care risk, or supplementing asset distribution strategies. The ultimate objective of the session is to determine what type of client profile could benefit from the inclusion of a reverse mortgage into their retirement plan, and how best to present it to them.

Learning Objectives:

  • How to fill retirement gaps with a reverse mortgage.
  • How to talk to your clients about a reverse mortgage.
  • Utilizing a reverse mortgage in today’s market.