A live educational webinar for homeowners in Southern California age 62 and older,
along with their families. During this session, you’ll receive a clear overview
of how reverse mortgages are structured, who may be eligible, and
the important considerations to review before making any decisions.

This educational event will cover all the elements of reverse mortgages, including eligibility guidelines, loan structure, borrower responsibilities, and general considerations.
Understanding Reverse Mortgages
Learn how reverse mortgages are structured, the different ways to access funds, and how repayment works.
Eligibility Requirements
Review of guidelines and qualifications, including age requirements, property considerations, and occupancy standards.
Loan Structure & Disbursement Options
The common types of reverse mortgages, determining proceeds and how interest accrues.
Costs and Ongoing Obligations
Understand fees, mortgage insurance, property requirements, and borrower responsibilities.
Impact on Heirs & Estate Planning
How a reverse mortgage affects home equity and all the options available to heirs.
Common Questions & Misconceptions
Separate facts and the common misunderstandings about reverse mortgages.

With 40 years in residential lending, James Eichenbaum has helped thousands of homeowners navigate mortgage decisions with confidence.
As the host of this educational session, James focuses on helping homeowners age 62 and better understand how reverse mortgages work, who they are designed for, and how they may fit into a long-term housing and retirement strategy. His approach is straight forward, informative, and centered on empowering homeowners and their families to make well-informed decisions.
"Jim's ability to explain reverse mortgages clearly and patiently made a difficult process much easier to navigate. I finally feel confident about my retirement."
"I had so many questions going in and Jim answered every single one without making me feel rushed. The webinar was worth every minute of my time."
"We unlocked equity we didn't know we had access to. Jim walked us through every step and we never felt pressured, just informed and supported."
"I was skeptical at first, but the webinar cleared up every misconception I had. Jim's no-pressure approach gave me the space to make the right decision for my family."
"My kids were worried about us using a reverse mortgage. After attending Jim's webinar together, they completely changed their minds. He addressed every concern with honesty."
"The webinar gave me a completely new perspective on retirement planning. I finally understand how to use my home's equity as a financial tool, not just a place to live."
This live educational webinar is offered at no cost.
Advance registration is required to receive materials and access details prior to the session.
Free to attend
60-minute LIVE educational webinar
LIVE Q & A session
Advance registration required
Complimentary 15 Page Reverse Mortgage Guide
We will Mail your FREE Consumer Guide & Informational Packet.
Immediately receive by EMAIL & TEXT.

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