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Retirement researcher Wade Pfau has extensively researched reverse mortgages and has identified numerous ways a reverse mortgage can help clients secure their retirement. In fact, he's written a book on this very idea! Join Wade to learn how reverse mortgages work, how a reverse mortgage credit line can mitigate market volatility (and longevity), lower withdrawal rates, and how monthly reverse mortgage payments can provide retirement tax-free income. Wade will also present case studies that illustrate the impact of using a reverse mortgage to delay Social Security, eliminate monthly mortgage payments and preserve an investment portfolio.

Attendees will learn: 

  • How FHA-insured reverse mortgages work
  • Optimal uses of a reverse mortgage to help clients secure their retirement
  • How reverse mortgages can help clients reduce withdrawals from their investment portfolios at inopportune times. 

*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:


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