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Harlan J. Accola, CRMP, CSA

2019 CSA Conference

 

Harlan J. Accola, CRMP, CSA

National Reverse Mortgage Director
Fairway Independent Mortgage Corporation.
HarlanA@FairwayMc.com

 

 

Reverse Mortgages: The Cinderella of Retirement Planning?

This course will go over several different strategies and provide new ideas of how a reverse mortgage can be used.   Have clients ever asked you the following on reverse mortgages:   

Can I use a reverse mortgage in estate planning to increase the legacy to my heirs?  Is interest, real estate taxes, or MIP a deductive when paid? Are deductions passable onto the heirs? Can a reverse mortgage convert countable assets to exempt equity?  Does a reverse mortgage line of credit affect Medicaid eligibility?   

Attendees will learn valuable and trustworthy information on the consideration of home equity and reverse mortgages as part of any holistic retirement plan. Program will give  relevant information on reverse mortgages when it comes to estate planning and  preserving assets.      

Learning Objectives

  •  How a reverse mortgage can reduce tax obligations
  • Decrease sequence of returns risk and increase portfolio survivability
  • Discover how a reverse mortgage effects your retirement income efficiency

About Harlan

Harlan Accola has been in the mortgage industry for over 20 years and has worked with all types of loans. His specialty and favorite has always been working amongst the 62 plus age group with over 1,000 Reverse Mortgages which has been the most rewarding part of his career. He is now the Reverse Mortgage Director for Fairway Independent Mortgage Corporation.

His presentations will give you a very different perspective. He often asked his clients and professional partners, “If what you thought you knew about mortgages and financial planning was wrong, when would you want us to tell you?”

The goal of Harlan and Fairway is to change the way retirement is done for baby boomers in this country. There is a perfect storm and a retirement crisis that can be avoided if we properly manage the trillions of dollars in home equity

Harlan and his wife Brenda have lived in the Marshfield, Wisconsin area for over 30 years. They have four grown sons, Ben, Josh, Luke and Isaac and three grandchildren. 

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