How well do we Reverse Mortgage? How financial planners use home equity and credit tools

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Title page of white paper

The Academy for Home Equity in Financial Planning took a deep dive into how financial planners work with and understand credit tools. This white paper is the result of a Spring 2020 survey of financial planners, insurance agents and registered representatives. The results shed light on how financial planners make credit recommendations, and how education enhances usage of credit products.

Download the Survey of Financial Professionals: Credit and Home Equity White Paper.