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Course Overview
This session explores the evolving role of reverse mortgages—focusing on the Home Equity Conversion Mortgage (HECM)—as a strategic tool for mitigating key risks in retirement planning.
Participants will gain practical insights into how housing wealth can be integrated into holistic retirement income strategies to help improve financial flexibility, preserve portfolio assets, and address changing needs throughout retirement.
What We'll Explore
HECM Fundamentals
Structure, eligibility, regulatory framework, key program enhancements, and line-of-credit mechanics.
Strategic Planning Applications
Sequence-of-returns risk, strategic portfolio withdrawals, tax considerations, and preserving invested assets.
Retirement & Care Strategies
Long-term care funding, assisted living and skilled nursing transitions, and HECM for Purchase strategies.
Real-World Case Studies
Examples demonstrating how HECM strategies can support income, liquidity, care needs, and housing decisions.
Learning Objective
Equip financial advisors with actionable insights and tools to integrate reverse mortgage strategies into retirement income plans, helping clients achieve greater financial resilience and flexibility.
Request Information
What Happens Next
1. Tell us about your interest
Complete the form and let us know any questions you have.
2. We’ll follow up
A member of our team will contact you with course details and availability.
3. Plan your class
We’ll work with you to coordinate the class at your location.