Academy for Home Equity Releases Model Reverse Mortgage Compliance Language for Financial Planners

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. […]

Financial Planner Survey Reveals How Experience, Compliance Affects Reverse Mortgage Recommendations

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 […]

3 Tips for Reverse Mortgage Originators to Connect With Financial Planners

Financial planners account for significant potential as reverse mortgage referral partners due to the clients they have access to, and the steps those clients take to strategically employ their assets for their own financial security. That’s why reverse mortgage loan originators would do well to observe some key realities related to how they can forge […]

How the Pandemic is Leading More Financial Planners to Reverse Mortgages

While the relationship between financial planner professionals and the reverse mortgage industry is evolving in a positive direction, there are still a number of things that the reverse industry can and should observe when aiming to facilitate connections with those planners as potential referral partners. This is according to a trio of financial experts discussing […]

How Educating Financial Advisors About Reverse Mortgages Expands the Business

Across the country, many reverse mortgage professionals believe that the ultimate path toward expanding the scope of the business runs through financial advisors, charged with presenting options and solutions to clients looking to improve their financial standing. While recent years have been filled with both forward momentum and occasional setbacks in reaching this goal, the […]