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Reverse Mortgage Strategies for the Financial Planner

Thu Nov 5, 2026 12:00 PM - 12:30 PM EST Online, Microsoft Teams

Reverse Mortgage Strategies for the Financial Planner

Thu Nov 5, 2026 12:00 PM - 12:30 PM EST Online, Microsoft Teams

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Join Industry Veterans, Cindy Perham and Nicole Kittredge to review strategic options that clients can take advantage of Reverse Mortgage Lending for.

  1. Future home care or in-facility care

Many who don’t qualify for long-term care insurance might be a candidate for a reverse mortgage. A growing line of credit can offer care directly or pay the premiums of existing polices.

  1. Silver Divorce

A reverse mortgage may be useful when dividing marital assets in a divorce. In many cases, a reverse mortgage can compensate a departing spouse without disrupting their retirement planning.

  1. Relocation with Liquidity

Many Baby Boomers hold a disproportionate amount of wealth in real estate. But some who wish to relocate or right-size their home can supplement retirement savings by using the reverse mortgage to purchase their new home. No principal or interest payments are required until all borrowers no longer live in this home as their primary residence.

This will be an action-packed half hour webinar. R.S.V.P. to receive the secure link.

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