HW Media connects and informs decision makers across the housing economy. Professionals rely on HW Media for breaking news, reporting, and industry data and rankings. Moving the Housing Market Forward.
RMD Podcast

The RMD Podcast #13: Evelyn M. Zohlen, Chair of FPA and Founder of Inspired Financial

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!

Subscribe to The RMD Podcast to be notified when new episodes are released. Listen today!

Apple Podcasts
Sound Cloud
Google Play

Most Related Articles

RMD Podcast #44: Tom Evans, EVP of reverse marketing & technology at Fairway Independent Mortgage HW+

How far behind is the reverse mortgage industry when it comes to incorporating new technological processes into the space? To find out, this episode of The RMD Podcast sits down with Fairway Independent Mortgage Corp.‘s VP of Reverse Marketing and Technology Tom Evans! A longtime industry veteran, Evans has been working diligently to identify ways […]

May 31, 2023 By