Retirement Experts Network is an educational platform by Reverse Mortgage Funding LLC (RMF), one of the nation’s leading reverse mortgage lenders. The webinars and materials on the site are provided at no cost to financial advisors, and the webinars typically provide continuing education (CE) credits to advisors that hold the CFP® designation.
At RMF, we are dedicated to helping older Americans live the retirement lifestyle that they imagined and deserve, in the comfort of their own home. So we’re committed to bringing you the insights and knowledge of noted retirement experts on a wide range of topics that can help you design effective solutions for your clients.
Our objective is to foster dialogue about innovative tools and strategies that you can use to help strengthen older clients’ retirement plans, mitigate risk, and improve their quality of life.
In addition to educational presentations by speakers who are top experts in their field, we offer members free access to an array of scholarly and topical resources on important financial subjects including Social Security, reverse mortgages, FAFSA (Free Application for Federal Student Aid) and college planning, Medicare, divorce planning and more. Because we know that staying up-to-date on these complex and constantly evolving topics enables you to provide your clients with the best possible counsel.
To learn more, or to request a reverse mortgage consultation, please feel free to contact us.
Tom Dickson, national leader of RMF’s Financial Advisor program, is the manager of RMF’s Retirement Experts Network platform. He previously created the Financial Experts Network educational platform, and has been educating financial advisors on reverse mortgages since 2007. He co-designed the reverse mortgage features that are were added in 2014 to MoneyGuidePro, a leading financial planning program. Tom, along with several RMF executives, was part of the MetLife Bank team that secured the funding that supported the academic research at Texas Tech University — conducted by Harold Evensky, John Salter and Shaun C. Pfeiffer —that evaluated the use of a reverse mortgage. That groundbreaking research, "Standby Reverse Mortgage: A Risk Management Tool for Retirement Distributions," was published in the Journal of Financial Planning and has been widely cited in financial publications as well as leading news media such as the Wall Street Journal. In 2010 and 2011, Tom led an initiative by MetLife Bank to educate financial advisors about reverse mortgages. In 2005, he worked with Collegiate Financial Services to secure an exclusive partnership with the National Association for Collegiate Athletic Directors (NACDA). In 2001, Tom led sales for the launch of a financial advisor portal, advisorcentral.com, that grew from the ground up to over 120,000 registered users. During his career, Tom has held Series 6 and 65 securities licenses. He helped launch some of the first online brokers and non-proprietary wrap programs, and served as Product Manager for Mellon’s Institutional Custody business.
Retirement Experts Network is an educational platform for financial professionals brought to you by Reverse Mortgage Funding LLC, a reverse mortgage lender.
This site and the information on it (the “Site”) is intended for financial professionals only, and is not intended for use by or distribution to consumers. Consumers should not rely on this site for retirement-planning or other advice and should consult with the appropriate financial professional.
This Site is provided for convenience only, and Reverse Mortgage Funding LLC and its affiliates (“RMF”) make no warranties concerning the accuracy or completeness of any of the information. Information is subject to change without notice, and RMF is under no obligation to provide updated information. Materials or statements made by a third party and located or posted on the Site are those of the third party and do not necessarily reflect the official policy or position of RMF. This is not financial, tax, compliance or legal advice and should not be taken or relied upon as such. Each individual should consult with his/her financial, tax, compliance or legal profession. Some information may contain paid or sponsored content or speakers. Mention of product, process or service shall not be construed as an endorsement or recommendation by RMF.
*This website has not been reviewed, approved, or issued by HUD, FHA, or any government agency. The company is not affiliated with or acting on behalf of or at the direction of HUD/FHA or any other government agency.
†Not tax advice. Consult a tax professional.
RMF is not licensed or registered to engage in mortgage loan origination activities in Hawaii or New York.
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