How to Talk about Reverse Mortgages

February 17, 2021

Reverse mortgages can be a tough topic to talk about. Many people still have misconceptions about the program due to its past, but are unaware of the many advances made in the industry in terms of regulations and program offerings. This includes financial planners, who can be a powerful ally for brokers looking to tap into this growing market.

Now, the Academy for Home Equity in Financial Planning has released new guidance for brokers and investment advisory firms to use to help govern planners’ interactions with reverse mortgage products. This new guidance could help you bring more allies to the table, and more business to your pipeline.

 


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