09/15/2026
Financial Advisors, are you helping your clients protect their portfolios during market dips? When markets dip, retirees often withdraw from their portfolios at the worst possible time. Using a reverse mortgage to supplement income during downturns can strategically protect clients' retirement savings from sequence-of-returns risk.
It's one way to help your clients keep their long-term financial plans on track — and sleep a little easier. Let's discuss how this strategy can fortify your clients' retirement.