Training Reminder: Building Reverse Mortgage Referrals through Financial Planners

NewImage.jpgJust a quick reminder that Reverse Fortunes is providing RMD readers with a FREE training session coming up on Thursday, January 26 at 1:00 PM (EST). Mark your calendar.

The session will prepare originators for working directly with financial professionals, from the initial approach to maintaining a referral relationship. Financial planners can help provide access and also acclaim for reverse mortgages, and Reverse Fortunes will explain how to make the most of the knowledge and client base these professionals have to offer.

Reverse Fortunes will also cover:

  • Overcoming perception bias
  • How to tell the new story versus the old one that closes doors
  • How to target their client base appropriately
  • Reverse mortgages and portfolio management and longevity
  • How to keep the referral relationship strong and long lasting

Space is limited, so sign up now!


Date: Thursday, January 26, 2012, 1:00 pm – 2:00 PM EST (10:00 AM – 11:00 AM Pacific Time)

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