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Financial Assessment

A Plan for Change

Shannon Hicks
[vimeo id=”112868270″ width=”625″ height=”352″] Preparing Yourself for the Financial Assessment “The reed which bends in the wind is stronger than the mighty oak which breaks in a storm”. Though centuries old this familiar quote could have been written for the reverse mortgage professional. The last two years have given us

A Case for the Financial Assessment?

Shannon Hicks
The chief concern amongst many is the new financial guidelines will further shrink the pool of eligible borrowers at a time when reverse mortgage production is low. However there is another facet of the financial assessment that can be easily overlooked; reducing headline risk.

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