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12/12/2017 Addressing the Longevity Challenge: Housing Wealth Strategies that Improve Portfolio Survival - Bruce McPherson - Rebroadcast


Home equity is most Americans' largest financial asset. Learn options for proactive implementation of reverse mortgage strategies for improving portfolio survival.

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This course will be REBROADCAST on:  TUE, DEC 12, 2017 3:00 PM - 4:00 PM EST

Attend the upcoming rebroadcast to receive CE without the need to take the online exam. Purchase of this course prior to the rebroadcast date gives you access to the online elearning course immediately (quiz required to receive CE credit), and allows you to register for the Rebroadcast session on TUE, DEC 12, 2017 3:00 PM - 4:00 PM EST. .
Available in webinar, elearning, and audio download formats:
Webinar - Rebroadcast   Elearning course   MP3 Audio download and pdf handout
Bruce McPherson, CRMP – Reverse Mortgage Expert Bruce McPherson, CRMP, Certified Reverse Mortgage Professional with Retirement Funding Solutions

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About this course:

Home equity is the largest financial asset for all but the wealthiest Americans.


As demonstrated in the Journal of Financial Planning, the proactive implementation of a reverse mortgage strategy – early in the distribution phase – will improve portfolio survival and increase the odds of a successful retirement. As retirement counselors, we need to understand options for helping retired clients appropriately use their home equity if their economic situation requires it, including options for proactive implementation of reverse mortgage strategies for improving portfolio survival.


In this session you will:

  1. Bruce McPherson, CRMP – Reverse Mortgage ExpertLearn how the FHA’s Home Equity Conversion Mortgage (HECM) program can work for retirees who have a substantial portion of their wealth tied up in their home equity.

  2. Learn how an HECM Credit Line can be used to protect against sequence-of-returns risk during market declines to help eliminate the need for portfolio distributions during market troughs, improving the longevity of retirement savings.

  3. See the modeling of different case studies using an HECM Credit Line and how it can be used to help improve the total net worth that can remain for heirs while meeting the retirement income needs of a retiree.

  4. Explore a “Purchase HECM,” which is a loan that helps clients purchase their ideal home for retirement without the burden of debt service.

Your instructor for this course is:
Bruce McPherson, Certified Reverse Mortgage Professional (CRMP) with Security One Lending, America’s largest full-service Reverse Mortgage company. Bruce has specialized in the FHA Home Equity Conversion Mortgage (HECM) since 2003, which is the safe, flexible, federally-insured version of a reverse mortgage.


Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research


Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.


Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute elearning course
SKU: 03IRRCRLongevityChallElearn15