A reverse mortgage is not for everyone. Our goal is to work with financial advisors to help determine if a reverse mortgage meets the needs of your client. We can accomplish this by providing detailed loan scenarios to you (with your client’s permission) and personal consultation to help reach a decision that is in the best interest of all parties. We are up front with all our clients about the advantages and disadvantages of a reverse mortgage.
Please take a moment to learn what your peers and the media have to say about the latest reverse mortgage products and features:
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Director of Retirement Research at Carson Wealth
Associate Professor at the American College of Financial Services
Busting Three Half-Truths About Reverse Mortgages
June 24, 2019
Researchers Say Reverse Mortgages Deserve A Second Look
March 30, 2018
Financial Thought Leaders Speak About Reverse Mortgages
7 of America's leading financial thought leaders were asked "What surprised you about Reverse Mortgages?
Jamie Hopkins, JD, Co Director of RICP Program speaks on Reverse Mortgages
REVERSE MORTGAGES: ARE THEY RIGHT FOR YOUR CLIENTS?
2017 RETIREMENT INCOME SUMMIT - JAMIE HOPKINS, WADE PFAU
Your clients are getting educated. are you?
NEW THINKING ABOUT REVERSE MORTGAGES
JEFF BROWN, WALL STREET JOURNAL, FEBRUARY 13, 2017
FINANCIAL ADVISERS SHOULD AVOID ERROR BY OMISSION AND CONSIDER REVERSE MORTGAGES
JAMIE HOPKINS, PROFESSOR AT THE AMERICAN COLLEGE OF FINANCIAL SERVICES; INVESTMENTNEWS, JANUARY 22, 2018
ADVISORS NEED A FRESH LOOK AT REVERSE MORTGAGES
WADE PFAU, PH.D., CFA & THE RETIREMENT AND FINANCIAL PLANNING TEAMS AT MCLEAN ASSET MANAGEMENT; RETIREMENTRESEARCHER.COM, DEC 1, 2015
NEW MATH ON REVERSE MORTGAGES
ROBERT POWELL, WALL STREET JOURNAL, MARCH 20, 2016