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If homeowning clients are looking for tax-free cash in their retirement years, see whether a reverse mortgage suits their needs.
Advisors are used to promoting investment strategies that build wealth for the future. However, with 80 million retirees on the horizon, distribution is poised to become a much more in-demand service. Here's what you need to know to add a specialized income-planning component to your business.
Converting home equity into tax-free income provides seniors with a big security cushion.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025