Hidden Wealth: Unlocking Home Equity for Retirement Planning

Elderly homeowners own $7 Trillion in home equity and many are struggling with a financial plan that fully fund their lifetime expenses, but financial advisors overlook this hidden wealth. Why? In this 1-hour presentation, we take a deep dive into the federally-insured Home Equity Conversion Mortgage (HECM) to understand how it can improve the retirement plans of clients, protect against longevity risk, be optimized to fit with client goals, and to do so in an ethical and compliant manner. Home equity is one the biggest sources of assets for clients, and the HECM is a federally-insured program that can unlock this hidden wealth in a safe and standardized manner.

Sponsored by Longbridge Financial, LLC.