Page 2 - AAG091_Home Equity Retirement Solution FP Webinar Flyer

“Having a buffer asset can help manage sequence of returns better and
make a retirement income plan more efficient.”

- Wade Pfau, Professor of retirement income at The American College of Financial Services

Program Overview

This workshop will specifically address research & math revealing that the
HECM loan is no longer simply a needs-based product, but rather a meaningful
strategic tool to address retirement needs of mass affluent families.

Program Outline

I. The Economic Impact of the Boomer Generation

II. Home Equity as an Asset Class

III. Overview and Common Questions from Advisors Regarding Home Equity
Conversion Mortgages

IV. Nine Financial Strategies Using HECMs in Distribution Planning

V. mpact on the Financial Professional Practice
I
VI. Questions & Discussion

For industry professionals only – not intended for distribution to the general public.
American Advisors Group, NMLS #9392, headquartered at 3800 W. Chapman Ave, 3rd & 7th floors, Orange, CA 92868. License
information on www.nmisconsumeraccess.org and www.aag.com/disclosure
AAG091