American Advisors Group Launches Free Education Series to Help Planners Diversify Retirement Longevity Options

Courses introduce home equity as part of a holistic planning strategy

Orange, Calif. (June 29, 2016) – American Advisors Group (AAG), the leading reverse mortgage lender in the nation, is proud to announce the launch of its free educational program targeted to financial professionals nationwide. AAG Reverse Mortgage 101 and The Boomer Effect on Financial Planning are two courses to be offered as monthly webinars.

American seniors now hold more than $6 trillion in untapped home equity, according to recent data from the National Reverse Mortgage Lenders Association (NRMLA). With an estimated 80 million baby boomers expected to retire over the next 18 years, it is crucial for financial planners to consider home equity as a key pillar in a comprehensive retirement strategy.

“People look to trusted financial planners to provide them a complete picture of their retirement options and reverse mortgages are designed to help senior homeowners supplement their income to age in place,” says Phil Walker, Vice President Financial Planner Division and Business Development at AAG. Walker continues, “Without the knowledge of this unique product, financial professionals are missing a huge opportunity to fully educate their client base and improve their financial prospects.”

Over the last few years, a growing number of studies and experts have endorsed reverse mortgage loans as a viable financial strategy. When used as a standby line of credit, many financial planning professionals agree that a reverse mortgage can allow other assets, such as a 401(k) or Roth IRA, to continue growing. Other popular uses of the loan include the purchase of a new home or to finance senior care.

Most recently, a survey from The American College co-led by Jamie Hopkins, professor of taxation, revealed that 70 percent of retirees and pre-retirees don’t understand the full benefits of a reverse mortgage and that most participants had yet to consider home equity as part of their retirement plan.

Hopkins, a regular Forbes contributor, explains that, “Reverse mortgages in the form of a HECM line of credit can cost just a few thousand dollars to set up and provide a permanent potential source of retirement income that can be tapped into whenever the markets drop to help keep you from having to sell stocks while they are down.”

While the home presents great potential for retirees as one of their largest assets, equity has not historically been an option incorporated by financial planners. AAG launches the training program to arm planning professionals with the necessary knowledge to confidently present and encourage reverse mortgage loans as yet another option for retirees.

Financial professionals interested in accessing these courses can learn more at

About American Advisors Group

American Advisors Group (AAG) is the nation’s leader in reverse mortgage lending. We are dedicated to helping American seniors convert a portion of their home equity, a largely untapped asset, to help fund their retirement needs.

AAG is fully accredited by the Better Business Bureau, has a 96 percent customer satisfaction rating and is a proud member of the National Reverse Mortgage Lenders Association (NRMLA). To learn more about American Advisors Group and reverse mortgages, please visit the company’s website at, on Facebook at and on Twitter at

For media inquiries, please contact Laura Turtzer at 949-751-4481 or via email



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