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Reverse mortgages: A “new” tool for planners to grow their business and better serve their clients

Tues, Oct 2 | 4:00pm-5:00pm ET

While reverse mortgages are not really new, this session will help you learn about today’s products that offer many more options and built-in safeguards to ensure a great client experience. New private loan programs allow qualified applicants to borrow up to $4 million in up-front cash. Clients can also choose the classic FHA-backed Home Equity Conversions Mortgage (HECM) with a line of credit that is guaranteed to grow over time. 

In this exclusive webcast, you’ll learn how using reverse mortgages gives you additional options to offer better plans for your clients, including:

    • More available assets plus tax advantages
    • No monthly mortgage payments and expanded options  
    • A predictable source of funds to reduce portfolio risk
    • Bigger bequests

CE Credit is not available for on-demand viewing.  

Chris Mayer,
Chief Executive Officer,
Longbridge Financial
Allen B. Chao,
Account Executive,
Longbridge Financial
Jerry Auippa,
Senior Accounts Executive,
Longbridge Financial

Evan Cooper
Executive Editor,
InvestmentNews Content Strategy Studio

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing. For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

Please contact us at if you have any questions.


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