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The 5 Things advisors need to know about HECM strategies

January 03, 2018


By Longbridge Financial, LLC

Many financial advisers have clients whose goals that are more aggressive than the resources available. While these individuals expect to fund their plan or boost their retirement cash flow by paying off their mortgage, the reality is that many who intended to be mortgage payment-free in retirement are not. To solve for today’s retirement needs, many advisors are turning to an often-overlooked asset – home equity – to help.

Download the Longbridge research paper “The 5 Things Advisors Need to Know About HECM Strategies” to learn how home equity could fit into your client’s retirement plans.

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