This Partner Report from HomeEquity Bank discusses how an innovative financial planning strategy – a reverse mortgage – can prevent OAS clawbacks for your higher-income clients.
June 20, 2022This Partner Report from HomeEquity Bank discusses how an innovative financial planning strategy – a reverse mortgage – can prevent OAS clawbacks for your higher-income clients.
June 20, 2022Learn how the equity your clients have built in their primary residence can be used to renovate their vacation property.
Learn how a reverse mortgage can provide your clients with tax-free cash flow and help preserve their retirement assets.
Learn how an innovative financial planning strategy – a reverse mortgage – can prevent OAS clawbacks next tax season.