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LIVE & ON DEMAND WEBINARS

Register to attend one of our LIVE Webinars

Get on the right track this year and learn more about how a Reverse Mortgage Loan can help you. Our current webinar schedule is listed below. Just click one of the links to register or CLICK HERE to receive a call from one of our team members for more information. 

NAIFA Financial Advisor Webinar

DATE: December 29th, 2022  

TIME: 5 pm - 6 pm PST

TOP FINANCIAL STRATEGIES IN THE CURRENT ECONOMIC STORM

In today's inflationary new world, is ignoring one of your most valuable strategic retirement assets — your home wealth — really in your best interest? How could leveraging your built-up home wealth to increase retirement cash flow help you to navigate:

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  • Rising Gas Prices

  • A Bear Market

  • Rising Food Prices

  • Rising Taxes

  • Unexpected Health Care Costs

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Join us to learn how little-known tactics with mortgages, including reverse mortgage loans, and home equity can dramatically change your retirement.

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Speakers:

Harlan Accola, National Reverse Mortgage Director, Fairway Independent Mortgage Corporation, and Jim Silbernagel, creator and host of Real Wealth®

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You're invited to attend the financial industry's premier event for financial professionals. This event will allow you to connect with other successful advisors, hear from powerful industry leaders, and much more

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REASONS TO ATTEND:

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  • Conference for members and future members

  • Industry-leading sales training from Circle of Wealth® team

  • 100% educational event

  • See a live client meeting using the Circle of Wealth®

  • Learn how the systems can dramatically impact your sales

  • Network with hundreds of financial professionals

  • You can attend virtually without the expense of travel

  • Best way to experience everything Circle of Wealth® has to offer

 

Plus, learn about a proprietary tool Fairway developed in partnership with Circle of Wealth® and MoneyTrax to give financial advisors a holistic view of their clients' retirement outlook, specifically as it relates to the use of home equity.

 

This is a Fairway Independent Mortgage Corporation promotional email.

On this webinar, you will learn:

· Sequence of Returns Risk

Can your clients use a reverse mortgage in estate planning to increase the legacy to their heirs?

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· Advanced Tax Planning*

Are interest, real estate taxes, or MIP deductive when paid? Are deductions passable onto the heirs?

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· Life Insurance

What are the best strategies to facilitate life insurance using a reverse mortgage?

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· Medicaid & Long-Term Care (LTC) Strategies

Can a reverse mortgage convert countable assets to exempt equity?

Does a reverse mortgage line of credit affect Medicaid eligibility?

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*This flyer and webinar do not constitute tax advice. Consumers should contact a financial advisor for their specific situations.

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Hear from clients of Fairway Independent Mortgage Corporation that have closed on their own reverse mortgage and how it improved their retirement.

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You deserve high-quality care, a comfortable style of living, and a long-term care plan.

Event Highlights:

Advantages of a Reverse Mortgage
We will go over at least 10 different potential advantages a reverse mortgage offers.

Enhance Cash Flow
Discover several different ways a reverse mortgage could enhance your cash flow.

Purchase A Home
Learn how a reverse mortgage could potentially help you buy your next home.

Reverse Mortgage Qualifications
Are you 62+ and have significant equity in your home? Find out what the rest of the qualifications are.

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