Webinar: Home equity release: Applying it in practice

About this session

Join Inviva for the second webinar in this two-part series, moving from understanding home equity release to how it can be applied in practice. Alongside broker Sean Richardson from Folio Financial Services, we’ll explore real client scenarios, identifying opportunities within an existing client book, approaching conversations with older clients and their families, and navigating vulnerability considerations and client safeguards. This webinar will help you: 🎯Identify opportunities to re-engage or retain clients through later-life lending conversations. 🎯Apply appropriate vulnerability considerations and client safeguards. 🎯Initiate informed conversations with clients and their families about home equity release. 🎯Recognise when additional specialist advice may be appropriate.