Reverse Mortgage Strategies for the Middle Market – Shelley Giordano – Learn more


Reverse Mortgage Strategies for the Middle Market - Shelley Giordano

Home equity is the largest asset middle market retirees have after the present value of their Social Security and pension benefits (working in retirement is 3rd; savings is 4th).

In a time when lifetime income sources such as pensions and Social Security benefits are declining, accessing home equity will become more important as people live longer and face increasing health care costs.

Reverse mortgages offer a mechanism for tapping home equity for retirees to address these needs and stay in their home. Because of key changes made to reverse mortgages by the Federal Housing Administration to the Home Equity Conversion Mortgage program, the safety and functionality of accessing home equity now goes beyond supplementing retirement income.


In this “Reverse Mortgage Strategies for the Middle Market”, you will learn that:

Reverse Mortgage Strategies for the Middle Market - Shelley Giordano

Reverse Mortgage Strategies for the Middle Market – Shelley Giordano

  1. Evidence is mounting that the strategic use of housing wealth to offset volatility in the portfolio should be a prime consideration early in the distribution phase;
  2. Establishing a line of credit that is keeping pace with inflation can provide the funds for a long term care event, the effects of which fall so heavily on women;
  3. In divorce, a reverse mortgage strategy can prevent selling the marital home and provide the means for equitable housing for both parties;
  4. For women in particular, having access to reverse mortgage financing can bridge the income gap for social security deferral.


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Your presenter is Shelley Giordano, Chair of the Funding Longevity Task Force.


Shelley Giordano, Chair of the Funding Longevity Task Force

Shelley Giordano, Chair of the Funding Longevity Task Force

Shelley has been a pioneer in reverse mortgage lending, and advocates for financial literacy with Women in Housing and Finance. She mentors and coaches elite loan officers throughout the country who have participated in her comprehensive training program, and who have committed to strict ethical standards. In addition to her duties as Chair of the Funding Longevity Task Force, Shelly leads the Home Equity Retirement Specialist program at Security 1 Lending and has developed a series of calculators to help planners assess housing suitability in retirement.

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center


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