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Dispelling Myths about Reverse Mortgages

 

Jim Silbernagel CFP®, LUTCF

Host of Real Wealth® and Power Session LIVE

 

Harlan Accola, CRMP, CSA

National Reverse Mortgage Director

Fairway Independent Mortgage Corporation

 
Building an income plan is complicated work with many what-ifs. It's critical that we are aware of potential complications and plan for the unknown. Join this session to learn when a reverse mortgage might make sense for your clients' plans to hedge for obstacles like:
  • Taxes
  • Falling markets
  • LTC
  • Falling home prices
This tool can also provide liquidity for Roth conversions and gifting, plus it can leverage mortgage interest deductions.

LECP WEBINAR SERIES

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Explore the NAIFA LECP Center

Immediate Access To:

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Research, Trends & Innovations

Information and intelligence on trends shaping the industry, including: caregiving, case studies, surveys, new product ideas and reports on technologies revolutionizing care.

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Expert Advice

Planning in Advance (estate, financial, retirement); Pre-Need (options and insurances); Point of Need (assessments, funding, services such as reverse mortgages, life insurance settlements, home care agency).

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Education & Training

Opportunities that allow advisors to learn about products and obtain leading designations, certifications and continuing education on planning for current and future needs.

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Advocacy

The Center is the catalyst to unite the industry with advocacy priorities and objectives that will protect and advance care for consumers.

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Real-Time Industry Connection

The LECP Center is a living, breathing and growing virtual hub where important networking, conversations and education – often begun at annual industry events – will be able to thrive year-round.

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Consumer Outreach

Content created for consumers to raise awareness of the industry, products and services essential in planning and addressing needs in limited and extended care.