Approved for 1 CDFA & CFP CE Credit

In this session, we’ll explore innovative strategies for leveraging home equity during divorce, with a focus on solutions for the unique challenges of gray divorce.

Attendees will gain insights into:

  1. Peak 65 Trends and Divorce Demographics – Understanding the impact of aging demographics on divorce.
  2. How the Home Equity Conversion Mortgage (HECM) Has Evolved – Key updates, consumer safeguards, and the "4 Nevers" rule.
  3. FHA Borrower Counseling & Underwriting – Safeguards to ensure sustainable and ethical solutions.
  4. New Protections for Younger Spouses – Ensuring security across all ages in divorce settlements.

Discover creative distribution options, including:

↳ Lump Sum “Buy-Out the Other Side” – Simplify asset division with immediate equity access.

↳ Tenure Payments – Improve cash flow and help a spouse stay in the marital home.

↳ Line of Credit – Secure future needs, such as long-term care, post-portfolio division.

↳ Lifestyle Home Loans – Facilitate new home purchases without monthly payments.

Plus, case studies!

Product Type: Conference Session
Course CE Credits: 1.00
Live Event Date: 9 May 2025
Ethics CE: No