Long-term care remains one of the most underplanned risks in retirement—and one of the most likely to derail an otherwise sound financial plan. It's often treated as a single insurance decision, even though real-world care rarely follows a single path. And while insurance options get most of the attention, many clients are sitting on significant untapped home equity that could be doing more work in their retirement plan.
In this session, advisors will learn how home equity products, such as reverse mortgages, can be considered alongside traditional LTC and hybrid life insurance options to help manage care-related cash flow needs and support aging-in-place objectives.
Participants will leave with a practical understanding of reverse mortgage fundamentals—including eligibility, costs, and safeguards—and see through real-world case studies how home equity can serve as a ready funding source when long-term care is needed, reduce pressure on investment portfolios, and enhance overall retirement flexibility.
This presentation reframes home equity as a legitimate planning tool, giving advisors a stronger framework— and a better conversation— to bring to their next client review.
CE Credit
1 CE credit hour for CIMA®, CPWA®, RMA® certifications. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks.
1 CFP® CE credit hour (pending approval)
Registrants must attend the entire event to earn CE credit.
Recording
Can’t attend live? Register anyway. A recording will be emailed within two weeks of the event and will be available for one year. CE credit may be received once for viewing the program (live or recorded).
