Webinar Registration

Who Uses Reverse Mortgages and Optimal Uses of Them
Boost Your Client's Reverse Mortgages outcomes and reduce out-of-pocket costs - CE Credit Available
Friday, January, 12
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Dan Williams
Reverse Mortgage Expert C2 Financial Corp.
Todd
Todd Swanson
Reverse Mortgage Expert C2 Financial

What You'll Learn

This webinar will start with an update on the most popular type of reverse mortgage, i.e. FHA-insured Home Equity Conversion Mortgage (HECM").  An update will also be provided on Jumbo reverse mortgages, which can be an option for clients with multi-million homes in 27 states…

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Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.
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What You'll Learn
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Webinar Description

This webinar will start with an update on the most popular type of reverse mortgage, i.e. FHA-insured Home Equity Conversion Mortgage (HECM").  An update will also be provided on Jumbo reverse mortgages, which can be an option for clients with multi-million homes in 27 states.

The second part of the webinar will feature a review of recently released data from HUD/FHA that provides insights into who uses reverse mortgages, where they are most popular, which payment option is used most and much more. 

Finally, this webinar will also feature two reverse mortgage veterans who will share calculators that quantify the value of using a reverse mortgage. The uses cases to be reviewed will include two examples of how a reverse mortgage can be used to lower a client's tax bill, especially those making withdrawals from their qualified accounts. There will also be a use case that shows how a reverse mortgage can be used to pay for the income taxes that result from a Roth conversion.

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.