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 - with Dr. Wade Pfau
For clients in the market, having a back up plan for risk and volatility makes sense. See how housing wealth can shift outcomes and change the conversation.