Reverse mortgage to financial planners (insurance)

How to Use Reverse Mortgages to Help Your Clients with Their Insurance Needs Presented by: Michael Pinter

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],[object Object]

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

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

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

As Part of a Financial Plan ,[object Object],[object Object],[object Object],[object Object],[object Object]

Three Examples of Reverse Mortgage Strategies: ,[object Object],[object Object],[object Object]

Scenario One- PROBLEM ,[object Object],[object Object]

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

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

Benefits to Insurance Agent ,[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]

Recap: Value Added by All Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Reverse mortgage to financial planners (insurance)

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Reverse mortgage to financial planners (insurance)