Housing Wealth in the Retirement Plan is a ten-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.
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.
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.
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.
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.
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) 674-7284The full picture — the planning case, the client situations by discipline, and the referral protocol — lives on its own page.
Advisors & Attorneys