Shain Urwin- Reverse Mortgages and Financial Planning

13120 Pierce Street,Omaha NE 68144

06 May, 2022

Description

LIVE A BETTER RETIREMENT Using the Reverse Mortgage Loan to Leave a Better Legacy: Special Guest Speaker Shain Urwin 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? *This flyer and webinar do not constitute tax advice. Consumers should contact a financial advisor for their specific situations. Copyright©️2021 Fairway Independent Mortgage Corporation. NMLS#2289. 4750 S. Biltmore Lane, Madison, WI 53718, 1-866-912-4800. Distribution to general public is prohibited. All rights reserved. Equal Housing Opportunity. Legal Disclosures: https://www.fairwayindependentmc.com/~/media/files/pdf/legal-disclosure.pdf?la=en