NAIFA-Tampa September Program Presented by Chris Bruser

  • Thursday, September 19, 2019
  • 11:30 AM - 1:15 PM
  • The Centre Club: 123 S Westshore Blvd. Tampa FL 33609

Registration


Register

 

Incorporating the Housing Asset in Retirement Income Planning

The NEW FHA Reverse Mortgage- Safe, Flexible, Smart


Thursday, September 19, 2019

Approved for 1 hour of continuing education(CE)

Register today!


Presented by: Chris Bruser

Certified Reverse Mortgage Professional

NMLS #506602


 

NAIFA Tampa Bay Board of Directors

2019 Leadership in Life Institute (LILI) Graduate

2018 NAIFA Tampa President’s Award

2019/2020 NAIFA Tampa Bay/ESF Golf 4 Kids Classic Chairperson

 

Baby Boomer Facts:

  • Nearly 8 Million And 87% Own Their Own Home
  • Control 70% Of The $6 Trillion In Available Home Equity
  • Have 70% Of All U.S. Disposable Income Over the Next 5 Years
  • 66% Have No Written Financial Plan

 

  • Today’s retiree wants to enjoy the best possible lifestyle without having the additional concern of spending all their retirement savings... Imagine asking your clients if it would be okay for you to “Increase their Cash Flow, Decrease their Expenses, and Add More Money Back into Their Retirement Savings”!
  • The largest overlooked and under-planned expenses in retirement are health and long-term care. Recent studies show that the average 65-year-old, married couple can expect to spend in excess of $280,000 on healthcare. That figure doesn't factor in extended care costs, which can average $130,000. Planning for these costs is a momentous challenge, but Housing Wealth can help.
  • In this workshop, Chris Bruser will share the strategies, questions, language, and concepts that can give advisors a continual stream of qualified Baby Boomer prospects.  We all know that the majority of the Boomers’ wealth is tied up in their homes. What you may not know is that today’s newly restructured Reverse Mortgage is the only way to access that wealth without impacting cash flow or requiring them to move.

After attending this workshop, you will help clients:

  • Increase Cash Flow
  • Preserve Assets
  • Decrease Risks
  • Increase Liquidity
  • Add New Investable Dollars Back Into Their Savings

This could be the advisor’s “Swiss Army Knife”…but so few know how to infuse Reverse Mortgages into their practice in a way that’s legal, ethical, moral and compliant. But in this workshop, you will learn how!

You will NOT want to miss this timely and informative lunch with one of our own,  Chris Bruser!

This program is approved for 1.00 hour of CFP, CRC, CRPC and/or American College (CLU, ChFC, CASL, RICP) CE credit, provided by the Int'l Retirement Resource Center. Attendees must stay in the session for a minimum of 50 minutes in order to be eligible to receive credit. By filling in your CE information on the sign-in sheet, you are agreeing in exchange for 1 CE Credit to receive periodic email notifications about future valuable retirement-specific CE opportunities. You may opt out at any time.

Schedule

Networking will begin at 11:30 AM

The Program will begin at 12:00 PM


Meeting Registration Fees

Members Pricing - $15.00 for Members 

Non-Members Pricing - $25.00 Guests


 


Call: (813) 501-3165

Email: info@naifatampa.org


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