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Retirement planning requires a solution-based approach

Retirement planning requires a solution-based approach

Shannon Hicks August 28, 2017 1

“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

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Will Our Industry Bounce Back?

Will Our Industry Bounce Back?

Shannon Hicks October 3, 2016 7

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

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HECMs vs. The Establishment

HECMs vs. The Establishment

Shannon Hicks May 2, 2016 3

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

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A Lucrative Option?

A Lucrative Option?

Shannon Hicks August 10, 2015 10

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

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An Open Dialog?

An Open Dialog?

Shannon Hicks April 13, 2015 4

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

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Expert Says Take a Reverse Mortgage Now

Expert Says Take a Reverse Mortgage Now

Shannon Hicks December 22, 2014 3

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

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FINRA Removes ‘Last Resort’ from Investor Alert

FINRA Removes ‘Last Resort’ from Investor Alert

Shannon Hicks January 22, 2014 8

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

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Security One Releases Financial Adviser Portal

Security One Releases Financial Adviser Portal

Shannon Hicks June 4, 2013 0

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

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