Partner CE Series - Unlocking Hidden Value: What Financial Professionals Need to Know About Reverse Mortgages
June 17, 2026
12:00 PM MDT - 1:15 PM MDT
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Qualifies for 1 CFP® CE
Elderly homeowners own close to $14 Trillion in home equity, and many are struggling with a financial plan that fully fund their lifetime expenses, yet financial advisors often overlook this hidden wealth. Why? In this 1-hour presentation, we take a deep dive into the FHA Home Equity Conversion Mortgage (HECM) and new attractive and low-cost proprietary products to understand how it can improve the retirement plans of clients, protect against longevity risk, be optimized to fit with client goals, and to do so in an ethical and compliant manner. Home equity is one of the largest sources of assets for clients, and reverses mortgages can unlock this hidden wealth in a safe and standardized manner.
Key topics include:
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Changes to the HECM program over the past several years that have strengthened consumer protections
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Core foundation of reverse mortgages including qualification, ongoing requirements, consumer protections, costs, disbursement of funds, credit line growth, and settlement
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Impact of funds from home equity in improving outcomes for retirement planning and estate planning
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Unconventional techniques for financing preferred care and appropriate housing
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Learn how to "Right-size" a home without downsizing cashflow
Monica Elizondo is a senior mortgage consultant with Longbridge Financial LLC, a national leading mortgage company specializing in home equity for seniors.
Originally from Texas, Monica proudly calls North Carolina her home. She holds a Master's degree in Clinical Psychology from Minnesota State University. Monica brings 6 years of mortgage industry experience, with the past four years focused on helping seniors with reverse mortgages. Monica is currently licensed in 28 states to conduct mortgages. Outside of work, Monica enjoys spending time in nature with her dog, Pablo. They love embarking on adventures, including hiking and swimming.
Tickets
$0.00 COFPA Members
$0.00 FPA Members and Nonmembers
