Reverse mortgage to financial planners & advisors

How Reverse Mortgages Can Help Your Clients and Your Practice A Course for Financial Planners & Financial Advisors Presented by: Michael Pinter

What Every Financial Planner & Financial Advisor Says About Reverse Mortgages ,[object Object],[object Object],[object Object]

What I Have Found is ,[object Object],[object Object],[object Object],[object Object]

What This Course Will Teach You ,[object Object],[object Object],[object Object],[object Object]

What is a Reverse Mortgage? ,[object Object]

How a Reverse Mortgage Works ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

ANYONE 62 or older who owns a home, qualifies for a Reverse Mortgage ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Two Most Popular Types of Reverse Mortgages ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Reverse Mortgage Credit Lines Grow and Compound ,[object Object],[object Object],[object Object],[object Object]

Common Misconceptions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

My Two Biggest Difficulties With Reverse Mortgage Prospects ,[object Object],[object Object]

Negative Aspects of Reverse Mortgages – “The Catch” ,[object Object],[object Object],[object Object]

Issue 1 – Closing Costs ,[object Object],[object Object],[object Object],[object Object]

Issue 2 - Depletion of Equity ,[object Object],[object Object],[object Object],[object Object]

Summary of Negatives ,[object Object],[object Object],[object Object]

Some of the Many Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Peace of Mind ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Increased Income/Savings ,[object Object],[object Object],[object Object],[object Object]

Large Positive Cash Flow Change ,[object Object],[object Object]

Foreclosure Rescue ,[object Object],[object Object],[object Object]

Non-Recourse ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Repair Unsafe conditions ,[object Object],[object Object],[object Object],[object Object]

Positive Lifestyle Changes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Get the Insurance Coverage They Need ,[object Object],[object Object],[object Object],[object Object]

Why is there so much bad press about Reverse Mortgages? ,[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

“ NEW GENERATION” Seniors ,[object Object],[object Object],[object Object],[object Object]

Reverse Mortgages Are Used as Part of a Financial Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Four Real Examples of Reverse Mortgage Strategies ,[object Object],[object Object],[object Object],[object Object]

Scenario One ,[object Object],[object Object],[object Object],[object Object]

SOLUTION – Reverse Mortgage ,[object Object],[object Object],[object Object],[object Object]

The Results: ,[object Object],[object Object],[object Object]

Benefits to Financial Planner/Advisor ,[object Object],[object Object],[object Object]

Scenario Two - Reverse Mortgage to Fund LTC / Life Combo ,[object Object],[object Object],[object Object],[object Object],[object Object]

Solution: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Benefits to Client ,[object Object],[object Object],[object Object],[object Object],[object Object]

Benefit to Advisor: ,[object Object],[object Object],[object Object],[object Object]

Scenario Three - Reverse Mortgage to Fund a Life Insurance Trust ,[object Object],[object Object],[object Object],[object Object]

Solution: ,[object Object],[object Object],[object Object],[object Object]

Benefits: ,[object Object],[object Object],[object Object],[object Object]

Scenario Four - Reverse Mortgage as a “Hedge” against market risk ,[object Object],[object Object]

Problem: ,[object Object],[object Object],[object Object]

Solution: ,[object Object],[object Object],[object Object]

Benefit of “Hedge” to Client: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Benefit of “Hedge” to Advisor ,[object Object],[object Object],[object Object],[object Object]

Recap: Value Added by All Strategies in all Four Scenarios ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Summary ,[object Object],[object Object],[object Object]

Reverse mortgage to financial planners & advisors

Recommended

Recommended

More Related Content

What's hot

What's hot (20)

Similar to Reverse mortgage to financial planners & advisors

Similar to Reverse mortgage to financial planners & advisors (20)

Recently uploaded

Recently uploaded (20)

Reverse mortgage to financial planners & advisors