The Proof is in the Proposal
Illustrating Home Equity as a Retirement Tool with EquityTrax (by MoneyTrax)
Speakers: Mark Guthrie, Paul Donahue, Harlan Accola, & George Vrban
November 18th | 1:00 PM CST
Fairway Independent Mortgage Corp has teamed up with MoneyTrax and the Circle of Wealth to bring you EquityTrax, the newest industry tool for visualizing Reverse Mortgage Loans as a key part of retirement planning.
MoneyTrax CEO Mark Guthrie will show you how to:
- Educate your Clients on the keys to financial independence & a better retirement with easy-to-understand visualizations
- Demonstrate the value of a HECM Reverse Mortgage to your Clients (and yourself) as a tool to increase their liquidity and to maintain/sustain existing investments
Special guests from Fairway: Paul Donahue will share actual client success stories, and Harlan Accola will provide commentary on the immediate potential for ROI.
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