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Advanced Concepts and Strategies in Reverse Mortgages

Topic

Retirement Savings and Income Planning

Program ID

338093

Hours

1

Format

Live / Live Webinar

Complexity

Intermediate

Description

This course delves into the advanced aspects of reverse mortgages, designed for professionals from various industries, including real estate, finance, and law. It covers specialized topics such as line of credit growth, tenure and term payment structures, and interest rate options. Participants will learn how to identify suitable candidates for reverse mortgages, present options effectively, and navigate regulatory frameworks. The course also highlights how reverse mortgages can be integrated into financial planning and retirement strategies. Real-life case studies, common borrower challenges, and practical solutions are discussed, ensuring professionals leave with actionable insights.

Learning Objectives

Upon completion of this course, participants will be able to: 1. Provide a comprehensive understanding of advanced reverse mortgage features and their strategic uses. 2. Equip professionals with the knowledge to effectively advise clients on reverse mortgage options. 3. Address regulatory and ethical considerations in reverse mortgage transactions. 4. Explore the integration of reverse mortgages into broader financial and retirement planning.