The RMD Podcast returns to present a conversation between RMD Editor Chris Clow and Evelyn M. Zohlen, chair of the Financial Planners Association (FPA) and founder of Inspired Financial, to discuss the new educational partnership that the FPA has engaged in with Finance of America Reverse (FAR) to better inform planners of the ways in which reverse mortgages can be used to help the clients of CFPs.
The discussion also includes some of the best practices reverse mortgage professionals can observe when seeking out financial planner referral sources.
Listen to this episode of The RMD Podcast to learn:
• How the FAR/FPA partnership has manifested thus far, and how it’s been affected by the pandemic
• What has factored into the “warming” of more financial planners to the concept of reverse mortgages
• How Zohlen’s time as a U.S. Air Force intelligence officer informs her perspective as a financial professional
• How financial planners may factor into overcoming educational hurdles for borrowers as it relates to reverse mortgages
• And more!
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