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Description
This session will explore why housing is central to retirement, common reasons seniors move or consider downsizing, and the financial implications of those choices. We’ll examine the Lifestyle Home Loan as a tool for reducing fixed expenses and preserving assets, review case studies, and address common misconceptions to ensure planners can confidently guide their clients.
Learning Objectives
To equip financial planners with insights and tools to help clients make informed housing decisions in retirement. The session will cover challenges seniors face, housing transition options, and the use of reverse mortgages—specifically the Lifestyle Home Loan (HECM for Purchase)—to improve retirement security.