NEW GUIDE: Is A Reverse Mortgage The Right Move?
Reverse mortgages have come a long way in recent years, but for many clients (and even some advisors) they're uncharted territory. Still, there's no denying it's potential in a client's financial plan.
That's why fpPathfinder created the "Issues To Consider When Using A Reverse Mortgage" checklist. This two-page checklist serves as a guide for exploring the pros and cons of reverse mortgage strategies. Explore issues such as:
- Determining whether you and/or your spouse are eligible for a reverse mortgage, and the implications for non-borrowing spouses.
- Understanding the risks inherent with using a reverse mortgage, and knowing under what circumstances using one may not be advisable.
- Exploring other alternatives a client may consider instead of a reverse mortgage, and understanding how those alternatives may or may not achieve the same outcome.
Become a member today and download this two-page guide now!
BONUS: Do you know a client who might benefit from this guide but you're unsure how to broach the subject? Pair this guide with a
complementary email template
! Simply copy and paste the text into your email, personalize it with the client's name and your email signature, and you're good to go.