Alternative Asset Based Funding for Long-Term Care

Over the last 15 years, the use of LTC-Life Settlements to pay for senior living has grown into a mainstream option accepted by every care provider in the United States. There are 250 million life insurance policies in-force today and over $200 billion owned by seniors could potentially qualify to pay for care every year.…

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Reverse Mortgages: The Cinderella of Retirement Planning?

Financial advisors have long looked at Reverse Mortgages as the “Loan of Last Resort”– the ugly stepsister of the retirement planning story. This workshop will create a major paradigm shift in your thinking.  The instructor explains how recent program changes and groundbreaking research by the financial planning industry and noted academics have overwhelmingly proven the…

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Home Equity as a Retirement Solution

Over 70 million Baby Boomers have reached retirement age and although the average savings per household is less than $200,000, these consumers have $6.9 trillion tied up in their home equity. Consequently, savvy financial professionals are considering the impact of including home equity loans in their clients’ longevity, liquidity, and legacy objectives. The FHA-insured Home…

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