Seniors’ #1 Fear “Outliving Their Savings”

I am spending  a lot of time today meeting with Financial Planners discussing a very timely topic: Seniors concern about outliving their savings.

The American C.E. Institute, LLC. and Security One Lending, in cooperation with Barry H. Sacks,J.D., Ph.D., present a timely discussion on cash flow survival probabilities in the retirement distribution phase.

Reversing the Conventional Wisdom: Using Home
Equity to Supplement Retirement Income

Is the reverse mortgage a needs-based product suitable only as a last resort ?

Learn how this conventional approach has been debunked by research in retirement distribution planning.

Join us as our guest speaker, Barry H. Sacks, J.D., Ph.D., presents the results of his paper published in the Journal of Financial Planning,  “Reversing the Conventional Wisdom: Using Home Equity to Supplement Retirement Income.”

This one hour presentation will reveal how your Boomer clients can maintain cash flow while avoiding “running out of money.”  Dr. Sacks will prove that cash flow survival probabilities are enhanced with the early and proactive use of housing wealth, especially in volatile market conditions.

Event Date:
Wed, Jun 26, 2013
11:00 am – 12:00 N Pacific time

To register:


About Marty Appel

I work with clients who are looking to purchase a home or refinance their existing mortgage using the FHA HECM (Home Equity Conversion Mortgage). I have developed a specialty with over 14 years’ experience in reverse mortgages. I pride myself on my ability to assist older homeowners navigate the reverse mortgage process with ease and confidence. I help seniors improve their financial future and remain in their homes. My technical knowledge of FHA rules and lender policies help clients avoid the pitfalls in the loan process experience. My passion and longevity make me an excellent source of valuable information about everything there is to know about a reverse mortgage.
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