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Discover How Housing Wealth Is Changing the Conversation.

  • Attract New Clients, Strengthen Existing Clients, and Generate Additional, Sustainable Revenue
  • Gain Invaluable Pratice Management Skills | The Steps from Knowledge to Impact to Revenue
  • Distinguish Yourself from the Competition
  • Let Consumers Find You on the Housing Wealth Institute Website
  • Download Cheatsheets, Illustrations, and Diagrams to Use in Client Meetings | Customizable for Your Clients

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.

Jamie Hopkins, Esq., MBA, CFP, RICP Co-Director of the American College’s New York Life Center for Retirement Income, Professor of Taxation at the American College

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.

Tom Hegna, CLU, ChFC, CASL Economist, Author and Speaker

Part of The Certified Housing Wealth Advisor Curriculum

Order your companion copy of Housing Wealth: 3 Ways the New Reverse Mortgage is Changing Retirment Income Conversations.

Discover How To:

  • Increase Clients’ Cash Flow and Preserve Assets from Premature Erosion 
  • Reduce the Most Common Risks to Retirement Income 
  • Optimize Retirement Outcomes for the Mass Affluent 
  • Improve Liquidity and Add New Dollars to Retirement Savings 
  • Help Advisors Create More Planning Opportunities from Existing Clients and Gain Access to New Ones 

Certified Housing Wealth Advisor Course

www.HousingWealthInstitute.com

1-800-762-6315

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.