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2:00 pm
In-House Processing
FOA is pleased to offer our valued partners the option of In-House Processing. We are offering this service (for a nominal fee) as an additional tool to enable our partners to streamline their business. Trainer: Jessica Rankins, FOA's VP Training and Process Management To register for the class please click here. Remember the class will
Find out more »Home Equity in Retirement Planning, CFP CE
The combination of rising inflation and underperforming investment markets, has many financial advisors considering home equity to help safeguard and improve retirement outcomes. Often serving as a client’s largest asset, strategically accessing equity with a reverse mortgage may: • Manage long-term care risks. • Bridge gaps to maximize social security. • Eliminate a mortgage payment.
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