Reverse Mortgage and the Insurance Professional
Introduction to Index Annuities
4 Hour Insurance CE Credit
- Home Equity Conversion Mortgage defined
- Dispelling HECM negative rumors
- Explanation of index annuities
- Using annuities in retirement planning
Time: 10:30 AM - 2:30 PM
Click to get directions
14410 Bel-Red Rd Ste #110
Bellevue WA 98007
Feel free to contact us and learn about future classes.
Tired of the same old CE classes?
Shake things up with something new. Come to one of our classes and become motivated while learning with others. Meet up with your colleagues, network and expand on your knowledge of the industry.
We will cover:
Description of the Home Equity Conversion Mortgage program
Non-borrowing spouse and/or younger spouse and reverse for purchase
Case studies of HECM in practice
Understanding annuities benefit, cost and taxation
Using annuities for retirement and income planning
10k baby boomers turn 62 every day
Mortality statistics show that the average American is living significantly longer. This means there is a substantial number of people now looking for additional income and savings in retirement. Surviving on a fixed income is not what it once was. A HECM Allows these people to borrow against what is arguably their highest asset. The HECM assures the borrower that they are not required to make payment until they move or die.
CE WORKSHOP DETAILS
Contact: Dan Curtin | 425-458-2776 | Dan@PacificFA.com
THANK YOU FOR YOUR INTEREST - HOWEVER, OUR CLASSES HAVE FILLED. Please check email us to add yourself to a list to be notified about our next available class.