Housing Wealth: 3 Ways the New Reverse Mortgage is Changing Retirement Income Conversations (An Advisor's Guide)
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Book Overview
With the current retirement income crisis facing baby boomers and existing retirees, today's asset mangers, insurance agents and hybrid advisors need every viable resource to help their clients and sustain their practice.
In Housing Wealth, American College instructor and reverse mortgage expert, Don Graves, distills more than 20,000 advisor/client engagements over two decades into practical, back-of-the-napkin, common sense strategies.
Through simple case studies and easily applied concepts, the advisor will learn how today's reverse mortgage can:
Increase Clients' Cash Flow and Preserve Assets from Premature ErosionReduce the Most Common Risks to Retirement Income Optimize Retirement Outcomes for the Mass Affluent Improve Liquidity and Add New Dollars to Retirement SavingsHelp Advisors Create More Planning Opportunities from Existing Clients and Gain Access to New OnesManage Tax Brackets and Keep Clients within Lower Adjusted Gross Income BoundariesHousing Wealth serves as the companion guide for The Certified Housing Wealth Advisor (CHWA) Curriculum. Learn more at www.HousingWealthInstitute.com
Format:Paperback
Language:English
ISBN:1732027005
ISBN13:9781732027008
Release Date:February 2018
Publisher:Housing Wealth Institute
Length:194 Pages
Weight:0.70 lbs.
Dimensions:0.4" x 6.0" x 9.0"
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