How do you talk to compliance and clients without getting in trouble? Because you care about your clients, from a liability and fiduciary perspective, you really cannot afford to NOT talk about $7.1 trillion in clients' homes over the age of 62 with all the research and undeniable facts about the proper use of home equity.
Join Jamie Hopkins, Esq., LLM, MBA, CFP, RICP and Harlan Accola as they cover:
Director of Retirement Reserch
National Reverse Mortgage Director
Fairway Independent Mortgage Corporation