This straightforward guide on the basics of reverse mortgages will prepare financial professional of all levels with what they need to know when their clients ask them about reverse mortgages. With an honest discussion on this financial tool, this concise resource shares when and why a reverse mortgage might be used, how the process works, and how a reverse mortgage relates to other financial tools. As you clients seek additional ways to fund their retirement in their later years, be prepared to discuss a reverse mortgage and what effect it can have on their portfolio and financial plan. Gain Insight Into: What a reverse mortgage is, and why it's used Whether a reverse mortgage is right for your client How a reverse mortgage can be used to reduce income taxes What to expect in a reverse mortgage proposal Understanding the net appreciation and value in a reverse mortgage Tools & Techniques of Retirement Income Planning You've helped clients accumulate wealth for retirement. Now what? Excel at the discipline dedicated to bridging the gap between wealth preservation and the strategies for extended income needs during retirement. Income Risk Management Insured Solutions Tax considerations Investment Strategies Tools & Techniques of Life Settlement Planning An insider's guide to the benefits, regulations, and opportunities of the life settlement planning market. Best practices Q & A for major issues Step-by-step evaluation guides Case studies & practice management tips Book jacket.
Product Identifiers
Publisher
National Underwriter Company
ISBN-10
0872189805
ISBN-13
9780872189805
eBay Product ID (ePID)
80038559
Product Key Features
Book Title
Reverse Mortgages : What Every Financial Advisor Should Know