Post-Purchase: Guiding Your Clients To Caring for Their Investment to Further Generational Wealth

Closing on that first home is a significant milestone. A new chapter that is rewarding, exciting, and a bit frightening. Beyond the emotions is the freedom to now customize the home, equity for most, an investment, and the opportunity to foster generational wealth. This post-purchase session will address factors that can negatively impact homeownership and how counseling can help. Participants will:

• Gain a broader understanding of homeownership as an investment to assist homeowners understand the concept of wealth building.
• Explore resources that minimize or eliminate unforeseen and costly home expenses; discuss adequate coverage; and the dangers of a policy lapse.
• Learn the differences between home maintenance, repairs, and improvements. Along with strategies to maintain and increase the value of the home.