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Housing Wealth: 3 Ways the New Reverse Mortgage is Changing Retirement Income Conversations (An Advisor’s Guide) - Softcover

Graves, Don

 
9781732027008: Housing Wealth: 3 Ways the New Reverse Mortgage is Changing Retirement Income Conversations (An Advisor’s Guide)
Softcover
ISBN 10: 1732027005 ISBN 13: 9781732027008
Publisher: Housing Wealth Institute, 2018

Synopsis

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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About the Author

Don Graves is the president and founder of the Housing Wealth Institute and an Adjunct Instructor of Retirement Income at The American College of Financial Services. He is considered one of the nation’s leading educators on incorporating housing wealth into retirement income planning.

Don has been quoted in Forbes Magazine, featured on PBS-sponsored shows, and recognized as one of the American College's 11 Retirement Income Alumni you need to read. He is a sought-after professional speaker and his workshops are helping advisors across the country to grow their practices.

You can access the additional resources Don provides at www.AskDonGraves.com

"About this title" may belong to another edition of this title.

Publisher
Housing Wealth Institute
Publication date
2018
Language
English
ISBN 10 
1732027005
ISBN 13 
9781732027008
Binding
Paperback
Number of pages
192