In a time when lifetime income sources such as pensions and Social Security benefits are declining, accessing home equity will become more important as people live longer and face increasing health care costs.
Reverse mortgages offer a mechanism for tapping home equity for retirees to address these needs and stay in their home. Because of key changes made to reverse mortgages by the Federal Housing Administration to the Home Equity Conversion Mortgage program, the safety and functionality of accessing home equity now goes beyond supplementing retirement income.
Shelley has been a pioneer in reverse mortgage lending, and advocates for financial literacy with Women in Housing and Finance. She mentors and coaches elite loan officers throughout the country who have participated in her comprehensive training program, and who have committed to strict ethical standards. In addition to her duties as Chair of the Funding Longevity Task Force, Shelly leads the Home Equity Retirement Specialist program at Security 1 Lending and has developed a series of calculators to help planners assess housing suitability in retirement.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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