National Association of Insurance and Financial Advisors

Best Practices For Utilizing Home Equity In Retirement

Sponsored by Retirement Funding Solutions

NAIFA Webinar
August 24, 2017

Despite being many clients’ largest retirement asset, home equity is sometimes not considered by financial planners. Lack of attention to home equity can put clients in a less advantageous financial situation in retirement. Learn the best practices around utilizing home equity in retirement planning. Jamie Hopkins, Professor at The American College, will discuss a variety of effective home equity strategies including reverse mortgages, downsizing, traditional loans, single purpose loans, house sharing, and sale leaseback arrangements.