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Insurance Marketing Ideas for Selling Home Equity Transfer

Name: Insurance Marketing Ideas for Selling Home Equity Transfer
Uploaded: 2014-10-23T14:45:49+00:00
Duration: 57 s
Channel: Michael Viñal
Description: In this marketing pitch, the speaker frames home equity as idle, non‑earning capital that can even lose value if neighborhood prices fall. He argues that…

23 Oct 2014 · 1 min

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In this marketing pitch, the speaker frames home equity as idle, non‑earning capital that can even lose value if neighborhood prices fall. He argues that homeowners should not let this equity sit unused, but instead use a "home equity transfer" to unlock its value. The transfer leverages specific provisions of the U.S. tax code—Sections 101, 121, 163, and 7702—to move equity out of the home tax‑free and allow withdrawals, presenting a financial‑planning solution aimed at insurance and financial professionals and their clients.

Chapters

Here's the problem: the equity in your home is wasted capital because it doesn't earn interest or pay dividends like your savings or investments, and it could be lost if market values decline in your neighborhood. You see, your home equity is simply the difference between what you owe on your home your mortgage. What's the solution? A home equity transfer. A home equity transfer combines several provisions of the tax code contained within Sections 101, 121, 163, and 7702. So ask yourself this: can you afford to leave all the equity in your home where it earns nothing year after year? Or does it make more sense to take advantage of the tax code provisions that allow you to transfer your home equity tax-free and withdraw