June 23, 2020 - Are You Prepared to Help Your Older Clients Financially?
Time & Location
About The Event
Are You Prepared to Help Your Older Clients Financially?
If so, register today for FPA GHV's "Members Only" educational webinar
(One CE credit will be provided for CFP®, RICP, CLU, ChFC, and CFFP/Kaplan designations)
Timothy Jackson, Head of Financial Planner Education and Support
Mario Martirano. Reverse Mortgage Specialist
Reverse Mortgage Funding LLC (RMF)
Now more than ever, your older clients need a financial safety net and cash flow stability. Academic researchers have been advocating for the use of home equity in mitigating sequence return risk, increasing cash flow, and creating a larger legacy in retirement for almost a decade.These are unprecedented times. Many retirement portfolios may never fully recover from the recent downturn and ongoing market volatility. Your older clients are facing an uncertain financial future and are looking to you for swift guidance and practical solutions. So, why aren't you fulfilling your fiduciary duty by including reverse mortgages within your toolkit for clients age 62+?
Join Timothy Jackson, Head of Financial Planner Education and Support at Reverse Mortgage Funding LLC (RMF) and Mario Martirano, Reverse Mortgage Specialist at RMF for a topical webinar to learn how the federally-insured* Home Equity Conversion Mortgage (HECM) can help diversify your older clients' portfolios and offer line of credit growth* without a required monthly payment**. Plus, Tim will explain why it is in your best interest as a retirement planner to offer this important strategic tool to your clients.
With over 16 years of experience, Tim has helped over 1,000 older Americans enhance their retirement security through the wise use of reverse mortgages. He is also a licensed CE instructor providing training and CE Credits for Realtors, CFPs, CPAs, and Insurance Agents. At RMF Tim specializes in educating financial planners on appropriate strategies for the use of the new reverse mortgage.
This is a free event for FPA members only but you must reserve your seat no later than Monday, June 22.
Prior to the event you will receive a link to register in advance directly with the web host. After registering, you will receive an email confirmation containing information about how to join the meeting.
This material has not been reviewed, approved or issued by HUD, FHA or any government agency. The company is not affiliated with or acting on behalf of or at the direction of HUD/FHA or any other government agency.
*If part of the borrower's loan is held in a line of credit upon which they may draw, then the unused portion of the line of credit will grow in size each month. The growth rate is equal to the sum of the interest rate plus the annual mortgage insurance premium rate being charged on their loan.
**As with any mortgage, the borrower must meet their loan obligations, keeping current with property taxes, insurance, and maintenance.
- FPA GHV Members*$0$00$0