financial planners

Retirement planning requires a solution-based approach

Shannon HicksAugust 28, 2017August 28, 2017

by Shannon HicksAugust 28, 2017August 28, 201711457

“It’s ironic that the biggest source of wealth is locked up in bricks & mortar…” While more financial professionals are embracing the HECM, ironically our cousins across the pond seem to better grasp the concept of home equity management and its role in funding retirement. Is today’s choice of retirement

Will Our Industry Bounce Back?

Shannon HicksOctober 3, 2016September 30, 2016

by Shannon HicksOctober 3, 2016September 30, 20167 1551

What will it take for our industry to bounce back? Despite the increasing need of retirees whose largest asset is typically their home, our industry volume continues to languish. Is it because our market is dysfunctional as the Mortgage Professor opined due to fear, confusion, and ambiguity? It is the

HECMs vs. The Establishment

Shannon HicksMay 2, 2016April 28, 2016

by Shannon HicksMay 2, 2016April 28, 20163 1808

[vimeo id=”164647027″ width=”625″ height=”352″] The Financial Planning “Establishment” Still Reluctant About HECMs To use a political analogy, reverse mortgages are the anti-establishment candidate. Long viewed as a loan of last resort, criticized for high costs and maligned by many consumer groups as being fraught with pitfalls the new reverse mortgage

A Lucrative Option?

Shannon HicksAugust 10, 2015October 16, 2015

by Shannon HicksAugust 10, 2015October 16, 201510 2161

[vimeo id=”135707923″ width=”625″ height=”352″] Reverse Mortgages hold advantages for the ‘mass-affluent’ Reverse mortgages can be a valid retirement planning tool for those in need of cash but also for those who are financially well off. Last Monday the Huffington Post published “Is a Reverse Mortgage a Lucrative Option with your

An Open Dialog?

Shannon HicksApril 13, 2015April 10, 2015

by Shannon HicksApril 13, 2015April 10, 20154 1465

If there is one analogy I wish I could tell every financial professional it would be this: If you were a doctor and knew your patient would die in 10 years and didn’t tell them about a treatment that would prolong their life or possibly cure them would that be

Expert Says Take a Reverse Mortgage Now

Shannon HicksDecember 22, 2014December 19, 2014

by Shannon HicksDecember 22, 2014December 19, 20143 1309

One well recognized mortgage expert, The Mortgage Professor: Jack Guttentag. He advocates taking a reverse mortgage now rather than waiting...

FINRA Removes ‘Last Resort’ from Investor Alert

Shannon HicksJanuary 22, 2014January 24, 2014

by Shannon HicksJanuary 22, 2014January 24, 20148 2832

FINRA has removed a statement from their published investor alert that a reverse mortgage should be used as a product of “last resort.” FINRA is a self-regulatory organization...

Security One Releases Financial Adviser Portal

Shannon HicksJune 4, 2013November 15, 2013

by Shannon HicksJune 4, 2013November 15, 201301347

FOR IMMEDIATE RELEASE Security One Lending Releases Financial Adviser Portal www.FundingLongevity.com to be an educational portal for Retirement Planning Professionals San Diego, Calif., June 3, 2013—Security One Lending (S1L), a division of Reverse Mortgage Solutions, Inc. (RMS) announced today that it has built and released an educational portal that allows

Two reasons for the Fed cut rates in…

HECM Counseling Demystified

FHA’s proposed HECM policy changes: What you need…

3 HECM Opportunities in an uncertain market

financial planners

Retirement planning requires a solution-based approach

Will Our Industry Bounce Back?

HECMs vs. The Establishment

A Lucrative Option?

An Open Dialog?

Expert Says Take a Reverse Mortgage Now

FINRA Removes ‘Last Resort’ from Investor Alert

Security One Releases Financial Adviser Portal

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