The importance of financial planners as reverse mortgage referral partners can be traced back to the exit of major banks from the business, and product experts discuss this and the care originators should take when engaging in certain kinds of outreach and advertising.
Financial advisers can sometimes cite out-of-date information when it comes to regulations they feel can restrict them from discussing reverse mortgages, but a reverse mortgage expert and longtime educator explains two common misconceptions advisers have about some of these regulations.
Financial planners are often cited as a potentially optimal reverse mortgage referral source, but many planners remain reluctant to engage with reverse mortgage professionals. A recent presentation at the NRMLA Virtual Summer Conference explores why.
RMD is pleased to welcome influential finance and retirement educator Jamie Hopkins of Carson Group and the Academy for Home Equity in Financial Planning to The RMD Podcast for a wide-ranging discussion!
Carson Group director of retirement research Jamie Hopkins sits down for a new episode of The RMD Podcast, discussing the role emotions play in financial decisions and the looming crisis that can transform the reverse mortgage business in the coming years.
When keeping in mind the pros and cons of a home equity line of credit, one financial planner and industry participant describe how a reverse mortgage could be a better choice for some seniors.
The reverse mortgage industry has made several recent efforts to appeal to the financial planner community, and RMD updates the industry on those from FAR, Fairway, CrossCountry Mortgage and the Academy for Home Equity in Financial Planning.
Home equity can help provide a path to a more secure retirement in light of increasing senior home equity, and rising retirement instability according to a new column at The Street.
The Academy for Home Equity in Financial Planning (AHE) at the University of Illinois Urbana-Champaign has released a new publication, proposing guidance language for broker-dealers and investment advisory firms to use to help govern planners’ interactions with reverse mortgage products. The publication — featuring contributions from people including Dr. Craig Lemoine, Betty Meredith CFA, Dr. […]
The Academy for Home Equity in Financial Planning at the University of Illinois Urbana-Champaign (UIUC) recently conducted a survey of financial planners, gauging their thoughts about recommending reverse mortgage products to their clients. The findings of the study were presented by Dr. Craig Lemoine, director of the financial planning program at UIUC and executive director […]
