Retirement planning conversations can easily focus only on traditional savings vehicles – 401(k)s, IRAs, money market accounts and stocks. However, home equity is an important asset that shouldn’t be overlooked.
Today, Don Graves, a best-selling author and President of the Housing Wealth Institute explains why every agent should be knowledgeable about reverse mortgages when building plans for clients. Rapidly rising home values in the last 18 months only makes this information more valuable.
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The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.
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