Dec 4, 2021
In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Phil Walker, who is with the Retirement Strategies Division at Finance of America - Reverse. The two talk about how financial advisors can reduce portfolio risk for their clients who need consistent income streams during retirement - especially during down markets - by tapping alternative sources of income (in this case, tapping their home equity via a reverse mortgage).
Learn more about unlocking the power of home equity for your clients -- and earn CEUs at:
Download the white paper co-authored by Phil Walker and published by the Journal of Financial Planning at: