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Housing Wealth : 3 Ways the New Reverse Mortgage is Changing Retirement Income Conversations (An Advisor's Guide)
by Don Graves




Overview -

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

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    More About Housing Wealth by Don Graves

     
     
     

    Overview

    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



    This item is Non-Returnable.

     

    Details

    • ISBN-13: 9781732027008
    • ISBN-10: 1732027005
    • Publisher: Housing Wealth Institute
    • Publish Date: February 2018
    • Page Count: 194
    • Dimensions: 9.02 x 5.98 x 0.41 inches
    • Shipping Weight: 0.59 pounds


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