Request the Professional’s Guide
Housing Wealth in the Retirement Plan is an eleven-page briefing on reverse mortgages for affluent California clients: the peer-reviewed research, the jumbo programs to $4 million, the compliance firewall, and exactly how referred clients are handled. Written for professionals. Not a consumer piece, and never used to market to your clients.
Instant delivery: the download appears the moment you submit, and a copy of the link lands in your email. No list, no drip campaign. One document and Ken’s direct line.
Fifteen minutes of reading, one prepared professional
The research & mechanics
The Journal of Financial Planning work on coordinated withdrawal strategies, the growing standby line of credit, and the structural safeguards, sourced, cited, and stripped of marketing.
The California layer
HECM versus proprietary jumbo side by side, why $1M–$4M homes change the analysis, the age-55 eligibility most professionals don’t know exists, and a worked scenario with real numbers.
The firewall & protocol
Why federal law means no compensation ever changes hands, the client-side protections, and the five-step protocol every referred client gets, including the written “no” when it’s a no.
Four fields, and it’s in your inbox
Firm and role are there for one reason: so the copy you receive can be accompanied by anything relevant to your discipline, nothing more. Your information is never shared, sold, or added to a campaign.
Prefer to skip the form? Call (818) 674-7284 or email ken@ideal-financial.net and ask for the guide. Same result, same day.
A homeowner rather than a professional? The consumer explanation lives on the reverse mortgage page ; it’s written for you, this document isn’t.
An estate, trust, or probate attorney? There’s a deeper resource written for your practice: the thirty-one-page attorney practice guide, with seventeen client situations and the statutes.
Where should Ken send it?
The 30-minute briefing, for you or your whole team.
Once the guide has made its case, the briefing makes it concrete: current rules, the jumbo programs, and where this tool does and doesn’t belong in a client analysis. No pitch, no ask, no client names required.
(818) 674-7284How I work with professionals
The full picture (the planning case, the client situations by discipline, and the referral protocol) lives on its own page.
Advisors, Attorneys & Agents