Course Content

Longer life spans mean that many of your clients will need to tap into their home equity at some point during their senior years. Today’s reverse mortgage is one of the most powerful options they can have when developing an overall and comprehensive retirement plan. Financial Planners will benefit from taking this class by learning to separate myths from reality, how tax-free funds can be used, and strategies to protect the longevity of the portfolio. Upon completion of this course, they will be able to educate their senior clients about a mortgage product that allows them to retain more of their retirement savings without the requirement of making a monthly principal and interest payment.

Course Outline

  • Introduction to Reverse Mortgages
  • Myths and Misinformation
  • The Reverse Mortgage - An Entirely New Facet of Retirement Planning
  • The Housing Recovery Act (HERA) - As it relates to Reverse Mortgages
  • The Ethical & Legal Implications of the Reverse Mortgage Product

This course is approved for one and two hours of continuing education credit in all 50 states for Certified Financial Planners for live classroom or webinar offerings. Certified Financial Planner Board of Standards, INC. Program ID 245748 and 245749.

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