Using Housing Wealth for Retirement Income
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Turn equity into income.
Your clients may have an untapped asset for retirement planning.
Historically, reverse mortgages have been overlooked or considered a last resort — but that perspective is rapidly changing. The responsible integration of housing wealth has emerged as a valuable resource in a retirement planning strategy.
You already have several levers you can pull to improve the probability of retirement success. Social Security. Inflation protection. Asset longevity. Tax management. Don’t leave a key asset out of the conversation.
During the webinar, you’ll discover:
- How to create a tax-free reserve that grows more than 6% annually
- Strategic applications to minimize taxes and optimize Roth conversions
- How a reverse mortgage line of credit works
- Why top institutions are re-evaluating reverse mortgages as a vital tool
- Techniques to reduce retirement income risks
Save your seat now, so you can be ready with another tool to strengthen the retirement outcome for your clients.
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown the business line to one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide, he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating simple methodologies and proven models.
Don Graves, RICP ®, CLTC ®, CSA, is the founder of the Housing Wealth Institute, author and an adjunct instructor of Retirement Income at the American College of Financial Services. He is considered one of the nation’s experts on incorporating reverse mortgages into retirement income planning. He is a sought-after professional speaker and his workshops are helping advisors across the country to grow their practices.