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Home Equity Conversion Mortgage Changes in 2022, And How They Can Affect Your Clients in 2023
Event Highlights:

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

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

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

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?

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

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Jan 30, 2023 01:00 PM in Central Time (US and Canada)

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