Past Webinar: Watch on Demand

Christian Mills

Tuesday, October 19, 2021 | 12:00 PM — 1:00 PM EDT

Innovative Mortgage Solutions for Clients as Young as 55

Presented by:
Christian Mills

Reverse Mortgage Specialist, Reverse Mortgage Funding LLC

Geoffrey Wallace

Your Generation X clients know what it’s like to be stuck in the middle. They’re trying to do it all juggling career demands while caring for their children and aging parents. Plus, many are still shouldering the weight of mortgage payments and high-interest debt as they approach retirement.

But with Reverse Mortgage Funding’s revolutionary reverse mortgage Equity Elite®—now available to borrowers as young as 55 in select states*—your clients can get the extra funds they need to gain more financial stability now and in retirement, including access to a line of credit that grows.

Join Christian Mills, Reverse Mortgage Specialist at RMF, and Geoffrey Wallace, Western Regional Sales Manager at RMF, for a special webinar when they will share how Equity Elite® can help your pre-retiree clients eliminate mandatory mortgage payments, consolidate debt, and increase their cash flow to finance whatever comes next.

Attendees will learn:
  • The benefits and consumer safeguards of an Equity Elite® reverse mortgage
  • The flexible advantages of an Equity Elite® line of credit over a traditional HELOC
  • How Equity Elite® can be utilized by clients both in and nearing retirement
  • What separates Equity Elite® from other mortgage products 
Please Note: One CE credit will be provided for CFP, RICP, CLU, ChFC, and CFFP/Kaplan designations.

*Available to borrowers as young as 55 in select states only. Higher minimum age requirements may apply. Visit www.reversefunding.com/equity-elite for details.
†For the Equity Elite (EE) loan option with a growth rate on a line of credit, there is a specific growth rate, such as 1.5% per annum (compounded monthly) applied to certain unused amounts, and a growth rate period, such as 7 years after
the loan closes, as stated in the loan documents provided at closing. Also, the line of credit cannot exceed: (1) 75% percent of the original Principal Limit, plus (2) the growth of the available Principal Limit due to the growth rate.
‡As with any mortgage, the borrower must meet their loan obligations, keeping current with property taxes, insurance, and maintenance.

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