Housing Wealth Vs Assets Under Management: Why You Should Be Looking At Hecms And Reverse Mortgages 2022 | The Society of Financial Service Professionals | 23 March 2022 | Webinar
Venue
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| Event Date | Wed Mar 23 EDT (over 2 years ago) |
| Location | Webinar |
| Region | Americas |
Details
In this webinar, Susan A. Pomfret, RICP will discuss how you can preserve your client’s assets under management and improve their financial liquidity by utilizing their biggest asset, their home. Retirees are sitting on over $10 trillion in housing wealth which can profoundly boost their retirement income and keep their funds invested.
You will learn:
• Benefits of HECMs and reverse mortgages, including debunking the misconceptions about them
• How to help clients combat inflation, longevity, and sequence-of-returns risk
• Real life HECM and reverse mortgage strategies for a variety of scenarios:
• Surviving spouse
• Divorce
• Downsizing
Speakers
2022 Speaker
Susan A. Pomfret
Senior Vice President - HECM, CrossCountry
Sponsors & Partners
2022 Partners
• Affinity
• American Cancer Society
• Coventry
• Covisum
• Cross Country
• Guardian
• IABWF
• Ash Brokerage