Surprising Reverse Mortgage Trends in HNW Planning

What happens when you put "Reverse Mortgage", and "High Net Worth Planning" into the same sentence? You get an opportunity to solve bigger financial problems, and provide greater financial flexibility than ever before! In fact, your clients get the ability to even provide a "Living Will" for their families at the right time! This presentation provides insight into the flexibility and use of the CHIP Reverse Mortgage as an intergral planning tool for all of your High Net Worth clients. The case study approach of the presentation proves that Reverse Mortgages are an important tool to help your clients use their greatest asset to their greatest advantage. Full presentation time: 55m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * MFDA - 1 Professional Development credit (in MFDA bundle) * CSI - 1 Professional Development credit (in MFDA bundle) * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Surprising Reverse Mortgage Trends in HNW Planning
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Andrew Cairns

Andrew Cairns, a 28-year veteran of the Wealth Management industry, has a recognized track record of both managing existing & opening new national distribution channels. A strong communicator with extensive public speaking experience, Andrew has fostered an extensive network of both head-office and leading advisor networks. Andrew is known nationally by accomplished financial planners and investment firms for having pioneered several creative, new and innovative financial solutions without exception. Andrew engages wealth management advisors primarily in the Toronto area and other select markets.