Integrating Home Equity Conversion Mortgage (HECM) Loans in Estate Planning

If you're an attorney working in estate planning, knowing all available financial tools is critical for your clients and your practice. With the continued strength of home values in the … Continued

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Debunking Reverse Mortgage Myths: Get the Facts

reverse mortgage myths and facts

If you ask people what they think about reverse mortgages, you are sure to get some strong opinions. Unfortunately, many people form those opinions based on misconceptions about the way reverse mortgages work.

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The Top Three Tax Benefits Of Reverse Mortgage Loans*

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 … Continued

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Reverse Mortgage Ownership and Title

One thing to consider with all mortgages, including the reverse mortgage loan, is how ownership of the property is structured. In most instances, the property title is held either fee simple … 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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Today's Reverse Mortgage Loans Are an Appealing Opportunity

“HECMs” Are Highly Regulated for Consumer Protections Did you know that reverse mortgage loans now have extremely strong consumer protections, including federal insurance?  “HECM” stands for Home Equity Conversion Mortgage, … Continued

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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 … 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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