Alissa Prieto: Defending Your Honor

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When you should defend your recommendations to outside professionals.

Are you recommending a reverse mortgage only to have their financial advisor or planner dismiss getting a reverse mortgage? Alissa Prieto from Longbridge Financial shares the importance of reengaging with the professional and protecting your reputation.

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Parent Company of former HECM lender converts to Chapter 7

Kiplingers: Six questions to ask before getting a reverse mortgage

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EPISODE #817

Six questions to ask before getting a reverse mortgage

[Kiplingers]

Six financial professionals from Kiplinger Advisor Collective submit questions homeowners should consider before getting a reverse mortgage. Spoiler alert- they’re actually fair-minded..  


Other Stories: 

    • [Atlantic Black Star Journal] Yet another potentially misleading reverse mortgage foreclosure story.

      [National Mortgage News]  Nation’s largest mortgage lender shutters mortgage origination platform.

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Is liquidating an IRA better than a reverse mortgage?

Should clients use home equity to fund retirement?

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EPISODE #748
Should I plan to liquidate my IRA and get a reverse mortgage?

[NewJersey-com ] One reader asks a local financial columnist if it’s better to liquidate her IRA as her own private reverse mortgage. The implications are stark…

Other Stories:

  • Retirement Delays Create Challenges for Plan Sponsors Highlighting Opportunities for Financial Professionals and Consultants

  • Advisor’s Edge: Should clients use home equity to fund retirement?

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