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July Webinar

Using Home Equity for a Better Retirement



Thursday, July 21, 2022
12 – 1 PM MDT (2 – 3 PM ET)

July Webinar: Using Home Equity for a Better Retirement

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About this Webinar

Join Harlan Accola, National Reverse Mortgage Director at Fairway Independent Mortgage Corporation, as he discusses using home equity to create a better retirement. In this presentation, Harlan will highlight and answer key questions on the following topics:

Sequence of Returns Risk
Can your clients use a reverse mortgage in estate planning to increase the legacy to their heirs?

Advanced Tax Planning*
Are interest, real estate taxes, or MIP deductive when paid? Are deductions passable onto the 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?

About the Presenter

Harlan Accola, CRMP, CSA

Reverse Mortgage Director • NMLS ID 277693

Harlan has been in the mortgage industry for over 20 years. He has specialized in reverse mortgages since 2003 and is currently the Reverse Mortgage Director for Fairway. Harlan is very passionate about the role that reverse mortgages can play in changing the way retirement is done in this country. His best attribute is confronting conventional wisdom with new and innovative ideas that will give you a completely different perspective.

Webinar Expired

This webinar has already taken place.  You can no longer sign up for this event.

CSAs: To automatically obtain CSA continuing education credit, please ensure you have provided the email address associated with your CSA account and you connect to the webinar through the web and audio option.

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