With the current retirement income crisis facing baby boomers and existing retirees, today's assets mangers, insurance agents and hybrid advisors need every viable resource to help their clients and sustain their practice. In Housing Wealth, American College instructor and reverse mortgage expert, Don Graves, distills more than 20,000 advisor/client engagements over two decades into practical, back-of-the-napkin, common sense strategies. Through simple case studies and easily applied concepts, the adviosr will learn how today's reverse mortgage can:
Co-Director of the New York Life Center for Retirement Income Planning at the American College
While reverse mortgages are not for every client, they can be a beneficial tool when used correctly. Don Graves knows reverse mortgages inside and out. He also knows how they fit into a retirement plan. As such, there is no better person to learn more about reverse mortgages from than Don Graves.
Economist, Speaker and Best-Selling Author
I was always a little skeptical of reverse mortgages ... But, what Don writes about in this book shows you things [about them] you had no idea were even available to retirees. When you combine housing wealth with other retirement assets, a whole new dimension is added to what can be accomplished in retirement.
Don Graves, RICP®, is the president and founder of the Housing Wealth Institute and an Adjunct Instructor of Retirement Income at the American College of Financial Services. He is considered one of the nation's leading educators on incorporating housing wealth into retirement income planning. Don has been quoted in Forbes Magazine, featured on PBS-sponsored shows, and recognized as one of the American College's 11 Retirement Income Alumni you need to read. He is a sought-after professional speaker and his workshops are helping advisors across the country to grow their practices.
The Certified Housing Wealth Advisor Curriculum is under Copyright and may not be reproduced without prior written consent.
The views expressed are those of the author and do not necessarily reflect the views of any institution or organization to which they are affiliated. This material has been prepared for informational purposes only and should not be relied on for tax, legal, or accounting advice. You should consult with an attorney or other professional to determine what may be best for your client’s individual needs.