How Does a Reverse Mortgage Impact a Divorce and Other Advanced Planning Strategies

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Recorded On: 05/07/2019

Planners are often left with more questions than answers when it comes to advanced planning strategies and the impact a HECM can have on life events like divorce, a long-term care event, or the death of a spouse. In this session, we will model three case studies in financial planning software to determine the impact on cash flow, probabilities of success, and legacy values. You should watch this session if you:

Already know Reverse Mortgage Basics
Have clients over the age of 62 who can’t afford a divorce
Have clients discussing reverse mortgages and need to understand the impact of incorporating one into a plan
Want to learn how to model reverse mortgages into financial planning software

Timothy Jackson

Sales Manager Financial Advisor Channel

With more than 18 years of experience, Timothy has personally helped over 1,500 older Americans with their own Reverse Mortgage. The education arm, Retirement Experts Network, which he runs, has provided education to more than 90,000 financial professionals. Tim has modeled individual HECM cases for hundreds of financial planners across the country into a retirement income plan using software like eMoney and MoneyGuidePro.