Page 8 - Your Guide_AAG Jumbo Booklet

Four Strategic Ways to Use a Jumbo

Reverse Mortgage Loan

1. Protection from Investment Downturns

You can set up a jumbo reverse mortgage loan at the
beginning of your retirement to help minimize risk to
your investment portfolio. This allows you to withdraw
from your investments during years of normal returns,
and in a down market, use proceeds from your jumbo
reverse mortgage. Borrowers have successfully used
this strategy to allow their investments some time to
recover from bear markets. Withdrawing from your
portfolio during down markets may also increase the
likelihood that you will deplete your investment assets
sooner than planned. By utilizing your home equity
with a jumbo reverse mortgage, you have a greater
chance of preserving your investment portfolio
longer.

Investment Portfolio Volatility

Market Volatility Cycles
PORTFOLIO PERFORMANCE
*Supplement your monthly
income with a reverse mortgage
loan during portfolio downturns.

YEARS
The information provided on these pages are for informational purposes only. It
should not be considered financial advice. Please consult with a financial advisor
and tax professional to determine what may be best for your individual needs.
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