In this mortgage-focused session, we'll review a number of case studies using traditional mortgages.
Advisors will learn how to create new cash flows to invest, capture large lump sum deposits, and protect assets from exiting the portfolio. Mortgage case studies will show how proper mortgage management results in more safety, liquidity, and rate of return for homeowners. We'll also cover what it means to actively manage the mortgage, often the largest liability, and home equity, sometimes the largest asset, in the same manner that other assets are managed.
Learning Objectives:
Learning Objectives - Understand mortgage planning strategies that help expedite achievement of financial planning goals.
Assess strategies that free up additional cash flow for investing as well as protect existing managed portfolio assets from exiting.
Analyze data & case studies around home purchase affordability.
Review strategy for capturing additional assets in move up buyer situations.
Evaluate methodology for active home equity and mortgage management.
Discover tools and resources available to provide these services to clients.
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.jpg "Craig Strent, CRMS, CMPS photo")