Reverse Mortgage and the Insurance Professional
Introduction to Index Annuities

4 Hour Insurance CE Credit

Topics Include

  • 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

Location: 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

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.


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.

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