Financial planners are an important referral source for reverse mortgage professionals, and Finance of America (FOA) vice president of retirement strategies Steve Resch has been at the head of the company’s conversations with planners to help them understand how much utility a reverse mortgage could have for improving a client’s retirement.

In this second part of a recent discussion, Resch explains how financial planner conversations about reverse mortgages have evolved in recent years, and how mortgage industry professionals can overcome any intimidation they may feel about approaching planners as potential sources of business.

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