Ever wondered how the CHIP Reverse Mortgage by HomeEquity Bank compares to a HELOC or downsizing? When is each product more preferable than the other? You're in luck - we invite you to join us for an in depth conversation on this topic.
Mark Tuesday, March 5 in your calendars as we return alongside more industry-leading guests, including Pattie Lovett-Reid, as we continue the conversation from our October 2024 webinar, "Modern-day solutions for Canadians 55+ to use home equity built in principal residences to better fund their retirement". This time we're leveraging the CFFP released study and focusing on the ins and outs of three leading home equity release products: the reverse mortgage, the HELOC, and downsizing.
The webinar will also bring awareness of some of the more emotional aspects surrounding life transitions and decision making in the later years of life.
The panel will:
- Detail each of the three products
- Discuss scenarios where each product might make sense for clients
- Raise relevant considerations, from financial to emotional to physical, to be mindful of when positioning each product to clients
- Specifically share strategies for guiding clients 55+ through life transitions
- Address questions from the audience about the product specifics
Webinar Panelists
Moderator:
- Pattie Lovett-Reid, Chief Financial Commentator, HomeEquity Bank
Special Guests:
- Jeff Thorsteinson, Vice President, Wealth Management, HomeEquity Bank
- Celeste Heyerichs, Downsizing & Lifestyle Transition Specialist, Eldercare Planners Canada
- Roberto Montemurro, Senior Vice President, GP Wealth Management
Webinar Details:
Date: Tuesday, March 5, 2024
Time: 3:00pm ET / 12:00pm PT
If you're looking for more information about the webinar or how the CHIP Reverse Mortgage by HomeEquity Bank can help you grow your business, please don't hesitate to reach out to me.