Reverse Mortgages & Home Equity Management, In Context
Reverse Mortgages & Home Equity Management, In Context ©
[CE program outline]
“Reverse mortgages are not as complex as the financial, real estate, lifestyle and wealth management decisions that revolve around them.”—PJ Wade, in Reverse Mortgages: Best Friend, Worst Enemy
Whether you are “pro” or “con” reverse mortgages, they are here to stay and they are an increasingly high-profile wealth management and estate planning alternative. Real estate owners from “house rich/cash poor” to “high net worth” will research and consider these financial, real estate, lifestyle and wealth management tools as they decide how to increase, preserve and spend the equity in their homes and other real estate. What role will professional advisors play in this new dynamic?
Home equity management is a 21st Century essential, especially since living to age 100 is no longer news and “aging in place” is a globally-accepted lifestyle.
Professional awareness of these home equity conversion tools, both for delivery of client services and target marketing, can contribute to increased client loyalty, marketing effectiveness and professional adaptability, not to mention lower liability.
Topics may include:
• What is a reverse mortgage and why should all property owners—and their professional advisors—care?
• Why a reverse mortgage is either a “best friend” or “worst enemy” but not much in between
• Types of reverse mortgages and their availability
• Who is an ideal candidate for reverse mortgages and who is not
• Why “aging in place” is a cross generation concept, not an age-related default condition
• Key terms and conditions in a reverse mortgage contract
• How Case Studies can be a powerful tool for introducing home equity management to prospects and clients
• How knowledge of reverse mortgages may be useful in marketing services and client retention
• How reverse mortgages will impact on communities and lifestyles
• Why 21st Century thinking is essential to sound decisions about reverse mortgages, “unretirement” and everything else!
© Copyright 2008. PJ Wade, TheCatalyst.com. All rights reserved. Disclaimer: PJ Wade and The Catalyst do not sell reverse mortgages or refer consumers to reverse mortgage lenders.
Presentation versions:
a) Professional Continuing Education: 3 hours — 3 CE Credits; 2 hours — 2 CE Credits; 1 hour — 1 CE Credit
b) AGM or Featured Speech: length as appropriate to event
c) Client appreciation session: tailored to client requirements
About PJ Wade
Futurist & Strategist PJ Wade is a leading authority on home equity conversion, the new “unretirement” and related Forward Thinking issues. Author of seven books, more than 1600 published articles, PJ’s latest book, “Reverse Mortgages,” serves as a resource for this program. PJ earned her title “The Catalyst” by translating the dynamic impact of Boomers and their multi-generation families into relevant insights that start consumers and professionals thinking about the future. An experienced educator and public speaker, PJ has developed and presented a variety of professional development and strategic business programs for professional advisors, small business owners and entrepreneurs. For more...www.TheCatalyst.com
[CE program outline]
“Reverse mortgages are not as complex as the financial, real estate, lifestyle and wealth management decisions that revolve around them.”—PJ Wade, in Reverse Mortgages: Best Friend, Worst Enemy
Whether you are “pro” or “con” reverse mortgages, they are here to stay and they are an increasingly high-profile wealth management and estate planning alternative. Real estate owners from “house rich/cash poor” to “high net worth” will research and consider these financial, real estate, lifestyle and wealth management tools as they decide how to increase, preserve and spend the equity in their homes and other real estate. What role will professional advisors play in this new dynamic?
Home equity management is a 21st Century essential, especially since living to age 100 is no longer news and “aging in place” is a globally-accepted lifestyle.
Professional awareness of these home equity conversion tools, both for delivery of client services and target marketing, can contribute to increased client loyalty, marketing effectiveness and professional adaptability, not to mention lower liability.
Topics may include:
• What is a reverse mortgage and why should all property owners—and their professional advisors—care?
• Why a reverse mortgage is either a “best friend” or “worst enemy” but not much in between
• Types of reverse mortgages and their availability
• Who is an ideal candidate for reverse mortgages and who is not
• Why “aging in place” is a cross generation concept, not an age-related default condition
• Key terms and conditions in a reverse mortgage contract
• How Case Studies can be a powerful tool for introducing home equity management to prospects and clients
• How knowledge of reverse mortgages may be useful in marketing services and client retention
• How reverse mortgages will impact on communities and lifestyles
• Why 21st Century thinking is essential to sound decisions about reverse mortgages, “unretirement” and everything else!
© Copyright 2008. PJ Wade, TheCatalyst.com. All rights reserved. Disclaimer: PJ Wade and The Catalyst do not sell reverse mortgages or refer consumers to reverse mortgage lenders.
Presentation versions:
a) Professional Continuing Education: 3 hours — 3 CE Credits; 2 hours — 2 CE Credits; 1 hour — 1 CE Credit
b) AGM or Featured Speech: length as appropriate to event
c) Client appreciation session: tailored to client requirements
About PJ Wade
Futurist & Strategist PJ Wade is a leading authority on home equity conversion, the new “unretirement” and related Forward Thinking issues. Author of seven books, more than 1600 published articles, PJ’s latest book, “Reverse Mortgages,” serves as a resource for this program. PJ earned her title “The Catalyst” by translating the dynamic impact of Boomers and their multi-generation families into relevant insights that start consumers and professionals thinking about the future. An experienced educator and public speaker, PJ has developed and presented a variety of professional development and strategic business programs for professional advisors, small business owners and entrepreneurs. For more...www.TheCatalyst.com
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