5 Little-Known Housing Wealth Strategies that Increase Insurance Conversations
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How one advisor helped her client create guaranteed income for life, improve their estate plan and sleep better at night!
Have you considered the role your clients’ biggest asset can play in their retirement plan?
Advisors are busy people, serving current clients and searching for new ones and simply haven’t had the time to explore how Housing Wealth can be their most significant ally.
Join American College instructor and best-selling author, Don Graves, CLTC®, RICP®, CSA as he shares how accessing your clients’ home equity with the newly restructured reverse mortgage can help prepare them for retirement with appropriately placed products… all without using loan proceeds.
Advisors will discover how to:
- Find new planning dollars with current clients.
- Attract new boomer clients with investable resources.
- Maximize their time and energy.
- Increase annuity, life insurance and extended care sales.
- Set themselves apart from the crowd with Housing Wealth know-how.
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