Housing Wealth Conversations: 12 Simple Ways to Introduce the Benefits of a Reverse Mortgage - Couverture souple

Graves, Don

Couverture souple

ISBN 10 : 1732027056 ISBN 13 : 9781732027053

Editeur : Housing Wealth Institute, 2024

Synopsis

Are you a financial professional struggling to broach the topic of reverse mortgages with your clients? Look no further! In "Housing Wealth Conversations" Don Graves, a seasoned expert with over 25 years of experience and 16,000 clients served, provides a comprehensive Quick Start guide tailored for advisors like you.

Graves tackles the 12 most common retirement income discussions advisors face, offering strategies to minimize taxes, preserve assets, and more. With his signature Four-Step approach, he empowers advisors to seamlessly introduce the concept of reverse mortgages into their clients' retirement planning strategies.

Drawing from real-world experiences, this guide simplifies complex topics, equipping advisors with the confidence and knowledge needed to initiate crucial conversations. Whether you're addressing current clients' concerns or engaging with new prospects, this book provides practical solutions to enhance retirement outcomes and drive meaningful planning dialogues. Unlock the potential of reverse mortgages and unlock your clients' retirement wealth today!

Détails de l'édition

• Éditeur: Housing Wealth Institute
• Date d'édition: 2024
• Langue: anglais
• ISBN 10: 1732027056
• ISBN 13: 9781732027053
• Reliure: Broché
• Nombre de pages: 84
• Coordonnées du fabricant: Manufactured by Amazon on behalf of the author; https://www.amazon.fr/hz/contact-us; ; c/o Amazon Media EU S.à.r.l., 38 Avenue John F. Kennedy; Luxembourg; L-1855; Luxembourg