National Underwriter Online Store
  Online Library
  General Questions
  Privacy Policy
  Terms Of Use

Items:
None
  /   SubTotal:
$0.00
 
Browse by category
 
Clearance New Products Weekly Deals
  
 
Skip Navigation Links
  Property & Casualty
  Tax, Insurance & Financial
  AUS
  Online Products
  AdvisorFX
  Tax Facts Series
  Tools & Techniques
  Sales/Planning Titles
  Insurance
  Financial & Retirement Planning
  Sales and Marketing
  HOW TO Series
  Employee Benefits
  Advisor Series
  One Card System
  Continuing Education
  Live Training
  General Questions
  Magazines
  Training
 
 
 
 
   
 

Reverse Mortgages: What Every Financial Advisor Should Know

Author: Jonathan Neal

An introduction to reverse mortgages for financial planners and agents. Enhance the value you bring to your clients and gain the necessary knowledge to add this expanding financial planning tool to your repertoire. Learn what a reverse mortgage is, how it differs from other financial services, and when its use is appropriate.

DescriptionQty
Reverse Mortgages: What Every Financial Advisor Should Know
Media Description: Paperback
Pub Number: 2430000
Price: $39.99

Add To Cart
DetailsTable of Contents

Written for financial advisors and planners who need to understand the basics of reverse mortgages, this guide provides an introduction to what a reverse mortgage is, and how it works.

Reverse Mortgages: What Every Financial Advisor Should Know addresses:

  • What reverse mortgages are
  • How to discuss them with clients
  • When a reverse mortgage is appropriate and when it isn't
  • What to expect in a reverse mortgage proposal
  • The relationship between reverse mortgages and other financial tools
  • How reverse mortgages can be used as a tool to reduce an individual's income tax

Be fully informed to successfully advise clients on reverse mortgages and add another effective financial planning tool to your selection of offerings.   

 

About the Author, Jonathan Neal

Jonathan Neal has 29 years of experience in the retirement planning industry.  He writes both public and industry related articles on retirement planning topics and products that are frequently published in newspapers and financial magazines, and has appeared on TV and radio programs across the country.