Financial Planner Partnerships Take Center Stage at Reverse Mortgage Event

While reverse mortgage professionals and financial advisers may work with a similar clientele, they speak different languages in the retirement planning conversation. At an industry event next month, one financial planning expert with a focus on reverse mortgages will lay the foundation needed to bridge this language gap and help reverse mortgage professionals forge relationships with financial advisers.

The effective use of home equity in retirement is an area of focus that is really lacking in the financial services industry today, says Jamie Hopkins, Esq., JD, CLU(R), RICP (R), an associate professor of taxation at The American College in Bryn Mawr, Pa. 

Next month, Hopkins will deliver the keynote address at ReverseVision’s inaugural User Conference 2016 taking place January 20-22. Held at the Sheraton San Diego Hotel & Marina, User Con 2016 will feature a variety of general sessions and career tracks for reverse mortgage executives, loan officers, account executives, administrators and more.


For the past three to four years, Hopkins has focused on reverse mortgages and where they fit into retirement income planning. Articles he has written on the subject have appeared in Forbes and other mainstream media outlets.

In his keynote address at User Con 2016, Hopkins will focus on several key strategies reverse mortgage professionals need to know when trying to forge relationships with financial planners and the financial services industry at large. 

“Financial advisors and reverse mortgage industry lenders both need to be educated on the effective uses of retirement income planning,” Hopkins said.

And part of that means helping reverse lenders better interact with the financial services industry, and helping them speak each other’s language. 

“Right now, when I talk to reverse mortgage lenders and experts, they know their industry very well,” he said. “You need to be able to learn that language and bridge that gap. It’s going to take an understanding of financial services and what professionals in the space are doing before they are going to buy into what the reverse mortgage world is offering.” 

To learn more about ReverseVision’s User Con 2016, visit the event website to check-out the conference schedule, as well as other sessions happening Jan. 20-22. Register today

Written by Jason Oliva

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  • The idea is very relevant but how this will ultimately work out between an attorney, CFPs, and HECM originators will be interesting to observe. Yet it is needed.

    Viewing cash inflow in retirement and retirement income as separate circles in a venn diagram, there are areas they intersect and share in common but proceeds from a reverse mortgage are outside the common areas. So how are they tied to retirement income in any way?

    Unlike income, HECM proceeds are generally subject to repayment from the retiree. While such proceeds are generally cash inflow to the borrower, they are not income.

    It is ridiculous that after six years, we are still dealing with this subject. Cash flow is far more critical in retirement than income; that is why adjustable rate HECMs are so useful in managing the decumulation phase of financial investing.

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