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Welcome to the Course

Jamie Hopkins

The Changing Retirement Planning Landscape

Today’s financial advisor needs every legitimate tool available in order to meet their clients’ retirement goals and maintain a viable practice. Reverse Mortgages have become one such tool.

Reverse Mortgage Basics Part Two

Understanding the basics of the HECM Reverse Mortgage: what it is, how it works, how it came to be and the most common misconceptions surrounding it.

Monthly Payment

Most retirees are used to some form of monthly income. In this lesson, see how the HECM Line of Credit can be turned into two distinct types of monthly payments and how this can dramatically increase their retirement income experience.

Coordinating Spending to Mitigate Sequence Risk

An interview with Dr. Wade Pfau

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