For Financial Advisors & Planners

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:


Jamie Hopkins
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

Propriety Reverse Mortgage Products Could Eclipse FHA's HECM Program in 2019
Jul 2, 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
https://www.wsj.com/articles/new-thinking-about-reverse-mortgages-1486955160

 

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
http://www.investmentnews.com/article/20180122/BLOG09/180129987/financial-advisers-should-avoid-error-by-omission-and-consider

 

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
https://toolsforretirementplanning.com/2015/12/04/a-fresh-look/

 

NEW MATH ON REVERSE MORTGAGES
ROBERT POWELL, WALL STREET JOURNAL, MARCH 20, 2016
https://www.wsj.com/articles/new-math-on-reverse-mortgages-1458525888