Monthly Reverse Mortgage Deep Dive — Wed Aug 5, 11:00 AM MT

Reverse Mortgage Deep Dive

Reverse mortgage mechanics, eligibility (62+), HUD counseling, and repayment triggers. Real client scenarios + Q&A.

• Eligibility: 62+, primary residence, equity threshold
• HUD counseling — what it covers and why it's required
• Repayment triggers: sale, move-out, death, non-occupancy
• Heir options at loan maturity
• Real anonymized client scenarios + open Q&A

Important: A reverse mortgage is a loan that must be repaid when the borrower no longer occupies the home as a primary residence, fails to pay property taxes/insurance, or fails to maintain the property. It is not a government benefit. HUD counseling is required.

Hosted by Jon Howard, NMLS #2587985.