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The Top Three Tax Benefits Of Reverse Mortgage Loans*

A Reverse Mortgage Loan Converts Your Home Equity Into Cash, And For Many People, It’s A Life-Changing Influx Of Money. So You May Find It Surprising That There Are Many Tax Benefits To These Loans* — And Here Are The Top Three. Reverse Mortgage Loan Proceeds Are Tax Free Money* No matter how big, and … Continued

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The Reverse Mortgage Loan Line Of Credit

With a reverse mortgage loan, the clients of financial planners can access the home equity that they have built over the years but can’t monetize. While home equity is certainly good, it isn’t necessarily the best form of wealth for everyone.

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Why A Reverse Mortgage Loan Is Really Just Cashflow

reverse mortgage and cashflow

If you ask people what they think about reverse mortgage loans, chances are you will get some pretty strong opinions. But these days, the most popular reverse mortgage loans (called HECM loans) are federally insured and 100% reliable.

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Why Your Clients Shouldn’t Wait to Plan for Long-Term Care

financial advisor long term care planning for clients

There is and likely will always be a debate between what’s better, “optimistic” or “realistic” thinking. When it comes to retirement and aging, it’s beneficial to have both mindsets. To look forward to the enjoyment of the golden years while recognizing the need to plan ahead for rainy days. This is essentially the goal of … Continued

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The Top 5 Reverse Mortgage Loan Advantages For Finance

With a reverse mortgage loan, the clients of financial planners can access the home equity that they have built over the years but can’t monetize. While home equity is certainly good, it isn’t necessarily the best form of wealth for everyone.

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Top Four Reasons Why Reverse Mortgage Loans Should Be In Your Financial Planning Toolkit

For financial planners, risk mitigation is essential. So even if a new product category presents significant potential for benefits, it will not be recommended to clients if there are too many unknowns.

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