A financial planner who recommends reverse mortgages to his clients shares five metrics he has found helps to measure the potential success of a client’s prospective reverse mortgage loan.
Retirement Income Center
A financial planner describes how a reverse mortgage is a “proven” strategy for bolstering retirement at age 62.
Financial and retirement planner Robert Klein shares advice for reverse mortgage professionals on how to engage other planners as referral partners, in this excerpt from the latest episode of The RMD Podcast.
With financial planners serving as some of the most important potential reverse mortgage referral partners, this episode of The RMD Podcast features a conversation between RMD editor Chris Clow and Robert Klein, a registered investment advisor in Newport Beach, California, and founder of the Retirement Income Center where he specializes in a multidisciplinary retirement planning […]
Financial Planner Shares Journey of Reverse Mortgage Discovery, and How to Unlock More Participation
Financial planner and columnist Robert Klein explains how he became familiar with reverse mortgages, and more about why certain financial planners are reluctant to engage with them.
A financial advisor goes over some key metrics when evaluating whether or not a reverse mortgage would be an optimal choice for a potential borrower in this piece from The Street.
Although afflicted by reputational issues that often stem from negative media coverage and a lack of full understanding regarding what they are, reverse mortgages have undergone an intense stretch of maturation into a product that has been refined by consumer protections and greater understanding. It’s these attributes that make reverse mortgages a viable option for […]
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