Is Today's Older Homeowner Sitting on a Gold Mine?

Most people don’t want much for retirement, just health, housing, and high liquidity. Unfortunately, gaps, even within the best-laid plans and portfolios, often leave retirees searching for alternative cash flow sources.

But their “second portfolio” hidden in plain sight—their home equity—may be the strategic financing tool they need to achieve those goals while fostering portfolio longevity and growth of custodial assets.

Join three of Longbridge Financial, LLC’s (NMLS #957935) top third-party education specialists to learn how today’s 62+ homeowners can fund a flexible retirement with the help of their largest untapped resource—$12.84 trillion in housing wealth.*

*Source: Reverse Mortgage Market Index . March 2024. nrmlaonline.org/about/press-releases/senior-home-equity-levels-totals-12-84t-in-q4

Learning Objectives:

1. Review the less-regarded challenges of aging in America today 
2. Gain insight into aging safely in place and financing preferred care
3. Discover unconventional techniques for funding appropriate housing