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 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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