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The Client’s Guide to Reverse Mortgages in Retirement Income Planning – An Education Workshop

With Sample Email Invitation Included

Would it be OK, if I helped your client liberate $253,000 in retirement dollars? Dollars that they did not realize they had, that can be used to increase and enhance retirement outcomes. And all of this without you, the advisor, saying one word!

Well, I have been doing this client’s for years, and now I would like to do the same thing for you and your clients.

For the first time ever, I am introducing a way for you to

  • IMPACT MORE CLIENTS,
  • DIFFERENTIATE YOURSELF FOR THE COMPETITION AND
  • CREATE MORE REVENUE GENERATING OPPORTUNITIES. with our new Client Focused Webinar Called:

The Client’s Guide to Reverse Mortgages in Retirement Income Planning: 12 Surprising Things to Know

Wed, June 22nd, 2016 11:00 AM – 12 Noon PDT  and Wed, July 27, 2016 11:00 AM – 12 Noon PDT Register HERE

This Webinar is Specifically Designed to provide Live Reverse Mortgage Education for you and Your Clients!!
This has already been tested live in several markets across the United States and the results have been phenomenal!

Here is the good news; nearly 100% of your clients over the age of 55 have already seen, read, heard and perhaps even inquired about Reverse Mortgages. Now they can hear from a Certified Retirement Income Professional, Reverse Mortgage Expert and Professor at the American College about how they have changed and how they can work together with the rest of their assets and investments to supersize their retirement outcomes.

Best of all, you, the advisor doesn’t have to explain or be the subject matter expert. Isn’t that great? Here is an awesome way to build client confidence, thought leadership and create new and undiscovered opportunities for both you and your clients.

Think about it, an absolutely free resource for you and your clients that provides third party validation of your expertise as a thoughtful, relevant and engaged advisor while taking advantage of what they already know. And you don’t have to try to explain it or say a word.

Don’t let Fonzi, Danny Glover and now Tom Selleck talk to your clients about Reverse Mortgages and Financial Planning. Stay relevant and informative as you choose someone you know and trust partner with your practice for up to date education. It’s is a low key way to introduce and educate your clients. No Sales and No Solicitation, only Education!  (You can download the PDF Flyer HERE)

RFS Client Seminar

Here’ the next steps: It’s really simple:

Send an Email or phone invitation for them to watch the Webinar at your office. Or you can forward the information and have them watch it from their home computers.

Sample Correspondence

“Hey Tom and Mary, It’s ____________

As your advisor, it is my job to stay informed about current trends that could have a positive or negative effect on your retirement. For the last several years I have kept my eye on a resource called the Reverse Mortgage. Like you, I had seen the commercials and heard the stories, some good and some not. However, recently I have been learning more about how the NEW Home Equity Conversion Mortgage (as it is now being referred) has made some very positive changes. Ones that quite frankly are having some great results on retirement outcomes and satisfaction. I am very impressed by what I have seen so far.

As a matter of fact, one of the adjunct professors of Retirement Income at the American College of Financial Services is hosting a 1-hour computer based seminar called The Client’s Guide to Reverse Mortgages in Retirement Income Planning: 12 Surprising Things to Know.

He invited me to identify clients who had sufficient retirement income and a workable retirement plan already in place and invite them to learn how the new Reverse Mortgage program might make it even better than they could imagine. So I thought of you.

Here’s a short list of what will be shared:

  • Why clients with significant savings have turned to Reverse Mortgages
  • How one couple turned their $400,000 home into nearly $1 million dollars of new retirement savings
  • How Reverse Mortgages Can Eliminate The Most Powerful Risks To Retirement Income
  • How Housing Wealth can help you have more, spend more, save more and sleep better than you ever imagined
  • How one couple bought a new house and added $250,000 back into their retirement savings (with no monthly mortgage payments)
    How the Reverse Mortgage eliminates the biggest risk to retirement income
  • How Housing Wealth works with all your other investments to maximize your income
  • How The Reverse Mortgage Line Of Credit Could Possibly Be The Best Insurance Your Clients Will Ever Have

The program will be held on _____________________________

I would like to invite you to come by the office so that we can view it together.

If you are not able to get here, you can watch it from your own home computer if you like. You can register for the session HERE. But truth be told, I would love to have us get together here in the office, but either way, I think you will find the information very valuable.”

What could be easier than allowing a credible 3rd party grow your impact, expertise and revenue opportunities.

See below for my PBS special that has been airing across the United States

So how did I help find the client $253,000 liberated dollars? Real Simple, I shared with them a way for them to pay off their existing mortgage and move into a home with little to no maintenance, less taxes and less worry and have money left over to enhance their retirement. It is called the HECM for Purchase. It is absolutely changing retirement income planning but so few advisors and clients know about the program.  You can learn more HERE

So, if you can send a few emails, make a few phone calls and get a few people in front of a computer you will begin to see the power of housing wealth in retirement income planning.

But at a minimum, make sure you attend.  It’s Free Continuing Education and a powerful way to build subject matter knowledge into your practice.

Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®

Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®

President and Chief Conversation Starter at HECM Advisors Group/Institute
Don Graves, RICP® is a Retirement Income Certified Professional and one of the Nation’s Leading Educators on the Emerging Role of Reverse Mortgages in Retirement Income Planning. He is president and founder of the HECM Institute for Housing Wealth Studies and an adjunct professor of Retirement Income at The American College of Financial Services. He has helped tens of thousands of Advisors as well as more than 3,000 personal clients since the year 2000
Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®
Don Graves, RICP®, CLTC®, Certified Senior Advisor, CSA®

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