Housing Wealth: Five Ways the Conversation has Changed
In the evolving retirement income crisis, you need every tool available to help clients and sustain your practice. Since the lifting of reverse mortgage restrictions in January, many advisors can now discuss housing assets as part of retirement income planning. What happened to make broker-dealers, insurance carriers and even FINRA change their policies?
In this webinar, we'll discuss:
- Eliminating powerful risks to retirement income
- Keeping a client’s assets working longer - without sacrificing lifestyle or enjoyment
- Creating opportunities for "best-interest" annuities - without using loan proceeds
- Leveraging tools that lead to better planning conversations
- Gaining access to new clients with investable resources
Listen now to expand your knowledge and take different approaches to retirement planning.
Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.
Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown a business line 300% in the last six years and is now one of the largest wholesaling teams in the Brokerage General Agency space.
As a professional guide he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating his simple methodologies and proven models.
Don Graves, RICP ®, CLTC ®, CSA, is the founder of the Housing Wealth Institute, author and an adjunct instructor of Retirement Income at the American College of Financial Services. He is considered one of the nation’s experts on incorporating reverse mortgages into retirement income planning. He is a sought-after professional speaker and his workshops are helping advisors across the country to grow their practices.