Faculty Publications

Title

Financial advisers should avoid error by omission and consider reverse mortgages

Document Type

Article

Publication Date

1-22-2018

Abstract

Over the past few years, I have been very outspoken about the need for financial advisers to incorporate reverse mortgages into their practices, especially those acting under a fiduciary duty of care or doing retirement income planning.

As a professor at The American College of Financial Services, I have woven material about reverse mortgages into the coursework for the CFP, CLU, ChFC and RICP.

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