Rocky Mountain Chapter – SFSP Meeting
We hope you can join us at our upcoming in-person meeting:
George Bain and Harlan Accola
Fairway Independent Mortgage Corporation
"Underlying Benefits of Reverse Mortgages"
Financial advisors have long looked at Reverse Mortgages as the "Loan of Last Resort"-- the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking. The instructor explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the necessity of using reverse mortgages at the age of 62, not 82. With 10,000 Baby Boomers turning 62 daily and over $6 trillion in Home Equity amongst your senior clients, reverse mortgages just may be the late coming Cinderella to the retirement ball that fixes the retirement crisis we are facing.
This presentation will cover how a reverse mortgage can reduce tax obligations, decrease sequence of returns risk, increase portfolio survivability, and effects to your retirement income efficiency.
Guests are welcome!
Cost:
Members - Free
Guests - $25