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How to be a retirement lifeguard

Shannon Hicks
 Without audience targeting are Google Ads Dead? Think again… Early this month Google announced new restrictions for targeting specific audiences. The restrictions apply to content related to housing, employment, credit, and those who are disproportionately affected by societal biases. The news of these restrictions created quite a stir among

Even Australians face reverse mortgage reluctance

Shannon Hicks
Unable to use the embedded player? Listen here. EPISODE #680 Data shows advisers in Australia reluctant to discuss equity release strategies “New research has found that financial advisers are not considering the government’s Pension Loan Scheme (PLS) when developing strategies for retirees.” Other Stories: Reverse Market Insights ‘Market Minute’ MarketWatch:

Podcast #630: How the pandemic is leading more planners to the reverse mortgage

Shannon Hicks
Unable to use the embedded player? Listen here. Show Summary More financial planners are giving reverse mortgages a serious look as the coronavirus pandemic wreaks havoc with retirees portfolios. Other Stories: Trial of former CEO delayed by COVID-19 NAIFA forms an educational partnership with reverse lender

Huff Post: HECMs Can Save Retirement

Shannon Hicks
One Seasoned Financial Advisor Says HECM Can Save Retirement The reverse mortgage industry continues to push against the headwinds of dwindling loan volume and increased regulation, yet there remains a silver lining: increased acceptance in the financial planning community. Robert Mauterstock is just such an advisor. With 35 years experience

Baby Boomer Equity Should Be Considered

Shannon Hicks
[vimeo id=”162909475″ width=”625″ height=”352″] Baby Boomer’s Wealth is in Their Home The new expanded definition of a fiduciary for financial advisers could expand the required discussion of assets to be considered in a comprehensive retirement strategy. Good news considering the fact that the baby boomer generation is largely unprepared for

The Year of the Financial Advisor?

Shannon Hicks
[vimeo id=”153422448″ width=”625″ height=”352″] Slow & Steady Growth Depends on Partnering with Financial Professionals Since the housing and economic crash of 2008 our industry has had its collective eye focused on the horizon seeking for signs of a significant rebound in reverse mortgage volume. Despite earlier predictions we have come

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