Home equity is often one of the largest assets clients hold in retirement, yet it is frequently overlooked in the planning process. For clients age 55 and older, housing wealth can help strengthen retirement income strategies, improve liquidity, and address risks tied to longevity, healthcare costs, and market volatility.
Join NAIFA on Thursday, May 28, from 12:00 pm to 1:00 pm Eastern for a webinar exploring how financial professionals can integrate home equity into client strategies. This session will introduce a modern, research-backed approach to understanding how reverse mortgage strategies, when used appropriately, can support retirement outcomes while aligning with fiduciary and compliance considerations.
George Bain, Vice President Reverse Lending Initiatives at Fairway Home Mortgage, will lead the discussion alongside Gabrielle Gregoline, Home Equity Wealth Specialist. Bain brings more than 30 years of mortgage industry experience, while Gregoline focuses on helping financial professionals and consumers understand housing wealth as a financial tool for retirement income, cash flow, and flexibility.
Attendees will learn how to incorporate home equity into retirement planning, use a HECM line of credit to help manage sequence of returns risk, and explore how reverse mortgage solutions can support tax efficient planning, including Roth conversion strategies.
Register today to learn how housing wealth can help address client concerns around asset depletion, retirement readiness, healthcare costs, and long term financial security.