Reverse mortgage CE class: Unlocking Opportunities through the Coordinated Withdrawal Strategy for Financial Advisors

In the ever-evolving landscape of financial planning, staying abreast of innovative strategies is crucial for financial advisors to provide the best guidance to their clients. One such strategy gaining prominence is the Coordinated Withdrawal Strategy in reverse mortgages. To equip financial advisors with comprehensive knowledge and skills in this area, we invite you to attend our exclusive reverse mortgage CE class. Let’s explore why this class is a must for every financial advisor seeking to enhance their expertise.

Reasons to attend our reverse mortgage CE class:

1. Unlocking a Powerful Tool:
   • Reverse mortgages, often misunderstood, can be a powerful financial tool when used strategically. Our class delves into the intricacies of reverse mortgages, empowering financial advisors to identify when and how to integrate them into a client’s retirement plan.
2. Enhancing Retirement Income:
   • The Coordinated Withdrawal Strategy enables financial advisors to explore creative ways to enhance retirement income. By tapping into home equity through reverse mortgages, advisors can create a sustainable income stream for their clients, providing a safety net for unexpected expenses.
3. Mitigating Sequence of Returns Risk:
   • Traditional retirement income strategies are vulnerable to sequence of returns risk, especially during market downturns. Reverse mortgages can act as a buffer, allowing clients to weather market volatility without sacrificing their standard of living. Our class equips advisors with the tools to navigate these challenges successfully.
4. Optimizing Social Security and Pension Benefits:
   • Integrating reverse mortgages into retirement planning allows for a more thoughtful optimization of Social Security and pension benefits. By strategically timing withdrawals, financial advisors can maximize these income streams, leading to a more secure and comfortable retirement for their clients.
5. Navigating Changing Regulations:
   • The landscape of reverse mortgages is subject to regulatory changes. Our class keeps financial advisors informed about the latest developments, ensuring they are well-equipped to navigate the evolving legal and regulatory environment.
6. Client Trust and Value-Added Services:
   • Clients increasingly seek comprehensive and innovative solutions for their retirement needs. By attending our reverse mortgage CE class, financial advisors can position themselves as trusted experts, offering valuable insights and strategies that go beyond conventional financial planning.

Understanding the Coordinated Withdrawal Strategy:

The Coordinated Withdrawal Strategy is a nuanced approach that integrates reverse mortgages into a comprehensive retirement plan. Unlike traditional retirement income strategies, which often focus solely on investment portfolios, the Coordinated Withdrawal Strategy leverages home equity and the unique features of reverse mortgages to enhance cash flow, mitigate risks, and optimize the overall retirement picture.

The Coordinated Withdrawal Strategy is a game-changer in the realm of retirement planning, and understanding its intricacies is essential for financial advisors aiming to provide holistic and effective guidance to their clients. Our reverse mortgage CE Class offers a unique opportunity to delve into this strategy, unlocking new possibilities for enhancing retirement income and ensuring long-term financial security. Don’t miss out on this chance to elevate your expertise and stay ahead in the competitive world of financial advisory. Register for our reverse mortgage CE class today and embark on a journey toward providing unparalleled value to your clients.

Fill out the form below or email us at Info@nwreverse.com to sign up for our next class or request a class for your office. CE credit available for certified CFPs.

Check out what others who have attended our classes have said:

Jeff is a very good instructor, engaging as well as informative, and interesting.  I have been to several of his classes and learn something new each time. His knowledge of the reverse mortgage world is vast but his presentation of the information is easy to grasp.  Some of the best classes I have attended.”

-Diane Cross, Principal Broker, The Associates Real Estate, inc. Prineville, Oregon

Jeff does a fantastic job of dispelling the rumors and fake news surrounding reverse mortgages. In the right situation, a reverse mortgage might be the perfect tool in a difficult situation.”

– Brad Eaton, Real Estate Agent, ExP Realty, Hillsboro, Oregon

I HIGHLY RECOMMEND Northwest Reverse Mortgage and their CE classes! I was so impressed with all of the information that Jeff Foody offered re: the updates to reverse mortgage lending. It definitely is a new and improved program and I was thrilled to learn that they now have programs that will help my clients with purchasing! The way he explained how easily they could go through the process compared to a bridge loan had me calling some of my clients and even family members to share the news. They have wonderful classes that will help with options for those you know that may want to age comfortably in place or may need the funds to help with downsizing. Breazy, who handles his Business Development, is an absolute light to this world. Her energy and loving care she shows each client always has me leaving every conversation with such good energy. You will be wowed and appreciate all this team offers in the form of loving kindness to our seniors and the timely education topics for professionals!”

– Veronica Park, Principal Broker at Cascade Hasson Sotheby’s International Real Estate in Lake Oswego and President of the Women’s Council of Realtors in Portland Oregon

Not only is the topic of reverse mortgages an uber-compelling solution for the demographics and economics of our current society, but Jeff Foody as a presenter is a phenomenal experience.  Watching a presentation by Jeff is the perfect fusion between information and entertainment. He takes a topic that has the potential to be complex and simplifies it down to where anybody and everybody understands it and enjoys the process. I highly recommend that anyone that wants to learn more about reverse mortgages should connect with Jeff and his team at Northwest Reverse Mortgage.

– Justin Stoddard, CEO | Consultant | Coach at Think Bigger Real Estate and author of The Upstream Model