Financial planners share a common challenge:
help clients fund current lifestyle without spending down retirement savings too quickly. Home equity solutions may help planners
improve the odds that their clients will not outlive their money.
Here are our top three strategies:
- Reposition debt to eliminate payments and lower portfolio withdrawal rates
- Set up an alternate funding source to use during stock market distress
- Reverse Purchase Strategy to lower expenses and increase liquid reserves
The video below provides some color on these three strategies. For a more in-depth read, and a better look at the charts and graphs, click
here.
Kent Kopen, Certified Reverse Mortgage Professional
[email protected](800) 208-1252