Join Harlan Accola, CRMP, National Reverse Mortgage Director at Fairway Independent Mortgage Corporation, for this one-hour discussion of the following:
Advanced Tax Planning: Are interest, real estate taxes, or MIP deductive when paid? Are deductions passable onto the heirs?
Sequence of Returns Risk: Can your clients use a reverse mortgage in estate planning to increase the legacy to their heirs?
Life Insurance: What are the best strategies to facilitate life insurance using a reverse mortgage?
Medicaid & Long-Term Care (LTC) Strategies: Can a reverse mortgage convert countable assets to exempt equity? Does a reverse mortgage line of credit affect Medicaid eligibility?
National Reverse Mortgage Director
Fairway Independent Mortgage