Steve Resch, VP of Retirement Solutions | Finance of America
Long-term care is one of retirement’s most significant and underplanned risks, yet planning discussions are often limited to insurance alone despite the unpredictable nature of future care needs. At the same time, many older homeowners hold substantial untapped home equity that may serve as a valuable planning resource. This session explores how reverse mortgages can complement traditional long-term care funding strategies by supporting cash flow, preserving retirement assets, and helping clients age in place.
*CFP CE APPROVED* |
