For many families, home equity is their largest asset—and their least understood planning tool.

This webinar explains how reverse and other home equity mortgages really work, when they belong in a financial plan, and how to evaluate them objectively.

HECM/Reverse Mortgage Basics (without the Fluff)

- How modern reverse mortgages work
- What's changed from the past
- Common myths - and why they persist

Reverse Mortgage Basics (Without the Noise)

• How modern reverse mortgages work

• What’s changed from the past

• Common myths—and why they persist

When Does a Reverse Mortgage Improve the Plan? When can it blow up a plan?

Instead of asking "Good or Bad," we ask:
- What problem are we solving
- What are the tradeoffs
- What alternatives exist?

What this can mean for Financial Advisors

Reverse mortgages aren't a product decision—they're a liability decision. 
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- When and how can they protect portfolios
- When they introduce risk
- How to coordinate a reverse mortgage and retirement plans

What this can mean for Financial Advisors

Reverse mortgages aren't a product decision—they're a liability decision. 
​​​​​​​
- When and how can they protect portfolios
- When they introduce risk
- How to coordinate a reverse mortgage and retirement plans

When does a mortgage in retirement improve the plan? When can it blow up a plan?

Instead of asking "Good or bad?" we ask:

- What problem are we solving?
- What are the tradeoffs?
- What alternatives exist? 

What this can mean for Financial Advisors

Should the entire balance sheet be part of retirement planning? It already is, even if you don't view it that way!
​​​​​​​
- When and how a retirement mortgage can protect portfolios
- When they introduce risk
- How to coordinate a reverse or other mortgage and retirement plans

Access – free calculators to answer the quick reverse questions

All attendees will gain access to our reverse mortgage calculators to answer the most immediate client questions.