Logo-pfa.jpg
 
00
00
00

Reverse Mortgage and the Insurance Professional

2 Hour Insurance CE Credit

Topics Include

  • Description of HECM (Home Equity Conversion Mortgage)
  • What is a Non-borrowing spouse
  • Home purchase with HECM
  • Case studies of the HECM in practice

Time: 10:30 AM - 12:30 PM

Location: Click to get directions
14410 Bel-Red Rd Ste #110
Bellevue WA 98007

00
00
00

Integrating Social Security as Part of Retirement

Reverse Mortgage and the Insurance Professional

4 Hour Insurance CE Credit

Topics Include

  • Understanding today's Social Security
  • Spousal, ex-spouse and survivor benefits
  • How Social Security relates to other insurance products
  • Jumbo Reverse Mortgage

Time: 10:30 AM - 2:30 PM

Location: Click to get directions
14410 Bel-Red Rd Ste #110
Bellevue WA 98007

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 fellow 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 Social Security benefits

Why Register?

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

REGISTRATION FORM:

All of our current classes are currently booked - Feel free to contact us and learn about future classes.