Your Loan Officer
EVENTS
Peak Your Reverse Mortgage Knowledge
PLEASE JOIN US FOR AN ADVANCED REVERSE MORTGAGE SEMINAR

About the Presenter:

James Test

Marketing | Test

Test account

Financial Planner Event Type

Monday September 10, 2018

Time: 7:15 AM - 9:00 AM PST
Location: Hilton Garden Inn 22600 Bothell Everett Highway Bothell, WA 98021

 

Event Highlights:

Sequence of Returns Risk

Can your clients use a reverse mortgage in estate planning to increase the legacy to their heirs?

Advanced Tax Planning*

Are interest, real estate taxes, or MIP a deductive when paid? Are deductions passable onto the heirs?

Life Insurance

What are the best strategies to facilitate life insurance using a reverse mortgage?

Medicaid & Long Term Care (LTC) Strategies

Can a reverse mortgage convert countable assets to exempt equity? Does a reverse mortgage line of credit affect Medicaid eligibility?

*This webinar do not constitute tax advice. Consumers should contact a ?nancial advisor for their speci?c situations.

Register For Event

Grab Your Spot ! Seats Are Limited !

Hosted By:

James Test

Senior Mortgage Advisor | NMLS# 1061345

Ofice: 425-419-2022

Mobile: 206-307-2754

eFax: 866-465-1943

jamesf@fairwaymc.com

19015 North Creek Pkwy., Suite 109 Bothell, WA 98011

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