The financial planning community is often sought after by reverse mortgage professionals as a referral source, as planners can help provide necessary clarity to their clients who are seeking the preservation of financial assets and continuing stability. This is especially true for those who may be living on a fixed income, and is coupled with the general lack of awareness of — or even outright hostility towards — reverse mortgages that many people maintain.

Education is key, as is a frank assessment of a person’s finances, which is why Robert Klein, founder and president of Retirement Income details ⇒