Page 8 - WS_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

PORTFOLIO PERFORMANCE Market Volatility Cycles
*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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