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Description

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:

https://www.HomeEquityU.com

Download the white paper co-authored by Phil Walker and published by the Journal of Financial Planning at:

https://www.financialplanningassociation.org/article/reduce-risk-retirement-portfolio-exhaustion-include-home-equity-non-correlated-asset-OPEN