Three Advisor-Friendly Reverse Mortgage Strategies

In this installment of our HECM series, we review three strategies that should entice advisors: the HECM-for-purchase, the HECM-LOC for liquidity in down markets, and the HECM-LOC created at age 62 but tapped only if all other sources of cash are exhausted.

Wells Fargo’s New Annuity Wagon

Wells Fargo Asset Management's new target-date series of CITs comes with a built-in, optional retirement income strategy: systematic withdrawals plus an annuity starting at age 85.
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Extra, extra! It’s a real-time event-based API!

Wealth management firms, brokers, exchanges, trading software providers and fintech start-ups can use the service, which can monitor price data on stocks, futures, options, forex, mutual funds, ETFs and indexes.