With the current retirement income crisis facing baby boomers and existing retirees, today's asset mangers, insurance agents and hybrid advisors need every viable resource to help their clients and sustain their practice.
In Housing Wealth, American College instructor and reverse mortgage expert, Don Graves, distills more than 20,000 advisor/client engagements over two decades into practical, back-of-the-napkin, common sense strategies.
Through simple case studies and easily applied concepts, the advisor will learn how today's reverse mortgage can:
Increase Clients' Cash Flow and Preserve Assets from Premature Erosion
Reduce the Most Common Risks to Retirement Income
Optimize Retirement Outcomes for the Mass Affluent
Improve Liquidity and Add New Dollars to Retirement Savings
Help Advisors Create More Planning Opportunities from Existing Clients and Gain Access to New Ones
Manage Tax Brackets and Keep Clients within Lower Adjusted Gross Income Boundaries
Housing Wealth serves as the companion guide for The Certified Housing Wealth Advisor (CHWA) Curriculum. Learn more at www.HousingWealthInstitute.com
EAN: 9781732027008
ISBN: 1732027005
Manufacturer: Housing Wealth Institute
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