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Compliance & Home Equity Conversion Mortgages: Why you NEED to be talking about Reverse Mortgage Loans with your clients
April 29, 2022 @ 2:00 pm - 3:00 pm
Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP
Professor Of Taxation, The American College Of Financial Services Director, Center For Retirement Income
Harlan Accola, CRMP, CSA
National Reverse Mortgage Director,
Fairway Independent Mortgage Corporation
FRIDAY, APRIL 29TH | 2 PM EASTERN
Errors of Omission: When you must talk about reverse mortgages in retirement planning.
Today, more than ever, Home Equity Conversion Mortgage (commonly called reverse mortgages) loans are being used as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks (such as longevity and sequence of return risks). As a financial professional who wants to give your clients the best chance at financial success, you would be wise to incorporate home equity and, consequently, reverse mortgages into your practice when doing retirement income planning.
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