Understanding Reverse Mortgages

Understanding Reverse Mortgages: Dirty Words or the Secret to Success?

Join Movement Mortgage’s Retirement Mortgage Professionals for a clear, educational breakdown of reverse mortgage strategies and how they can support your clients’ long-term financial goals.

This 1-hour session is designed specifically for financial professionals and will walk through how reverse mortgages work, who may benefit, and how these solutions can be incorporated into your client planning conversations.

You’ll gain a better understanding of how to guide homeowners age 62+ through both purchase and refinance scenarios with confidence, while helping preserve assets and improve cash flow in retirement..

• How a reverse mortgage works and how it may impact a client’s retirement strategy
• How to identify ideal candidates and address common misconceptions
• How the Reverse for Purchase program can support clients looking to “right-size”
• How to navigate client questions around eligibility, equity, and repayment
• How to incorporate reverse mortgage options into financial planning conversations

Event Details:

This is a 1-hour educational session for financial professionals.

Who Should Attend:

• Financial planners and advisors
• Professionals working with clients age 62+
• Anyone looking to expand their knowledge of alternative income and liquidity strategies

Hosted by Movement Mortgage Senior Loan Officer Renate Sutherland and Retirement Mortgage Porfessional, Matt Harrison.

Event Venue & Nearby Stays

1321 Jamestown Rd suite 201, 1321 Jamestown Road, Williamsburg, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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