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Empowering Clients to Retire on the Home
Course Information
Content Level: Intermediate
NAPFA Subject Area: E-Retirement Planning & Employee Benefits
Course Description
Learn how the strategic use of a reverse mortgage can deliver improved retirement cash flow and increased portfolio longevity for longer retirements.

This webinar was sponsored by Longbridge Financial
Learning Objectives
  1. Changes to the HECM program that have strengthened consumer protections
  2. Core foundation of reverse mortgages including qualification, ongoing requirements, consumer protections, costs, disbursement of funds, credit line growth, and settlement
  3. How impactful funds from home equity improves outcomes for retirement and estate planning
  4. How to apply HECM/Private reverse mortgage strategies using web-based learning tool for 3 case studies
  5. Compliance considerations on when and how to present a reverse mortgage
Jerry Auippa
Jerry Auippa, Senior Account Executive - After 25 years in the Hospitality Industry, a life changing experience convinced Jerry to make the move to reverse mortgages. HE has spent 6 years serving alongside professionals in the financial services industry to show them how reverse mortgages can be used to strengthen their client’s retirement. 

Christopher Mayer, PhD
Christopher Mayer, PhD, Chief Executive Officer - Christopher Mayer has been with Longbridge Financial since its founding in 2012, serving as CEO since 2013. Chris has spent more than 20 in the industry, including testifying before Congress and has appeared in the media such as The New York Times, Bloomberg, and The Wall Street Journal.
Availability: On-Demand
Expires on Jun 04, 2023
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
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