10:00 – 11:00, Harlan Accola | Reverse Mortgages: The Cinderella of Retirement Planning?
Session Information:
Reverse Mortgages: The Cinderella of Retirement Planning?
- SEQUENCE OF RETURNS RISK
- Can your clients use a reverse mortgage in estate planning to increase the
legacy to their heirs?
- Can your clients use a reverse mortgage in estate planning to increase the
- Medicaid & Long Term Care Strategies
- Can a reverse mortgage convert countable assets to exempt equity?
The course will be covering How a Reverse Mortgage can reduce tax obligations, decrease Sequence of Returns Risk, increase Portfolio Survivability, and effects your Retirement Income Efficiency
This class will be for CFP CE credit. Program ID: 235380
Harlan Accola
Harlan has been in the mortgage industry for over 20 years. He has specialized in reverse mortgages since 2003 and is currently the Reverse Mortgage Director for Fairway. Harlan is very passionate about the role that reverse mortgages can play in changing the way retirement is done in this country. His best attribute is confronting conventional wisdom with new and innovative ideas that will give you a completely different perspective.