HECM Line of Credit Can Mitigate Portfolio Volatility
A Coordinated Withdrawl Strategy
Sequence of Risk and the HECM Role
Phil Walker from Finance America Reverse has been a licensed Financial Planner who now works in the reverse mortgage field.
This eight minute video explains a study from the Journal of Financial Planning on how the HECM reverse mortgage line of credit along with a coordinated portfolio withdrawl strategy can preserve and give longevity to portfolios as well as boost your AUM significantly.
Give it a watch and see if you agree, than we can sit down or do a Zoom webinar and cover the HECM line of credit in greater detail.
I look forward to hearing from you and here again is the private Youtube link.