Business relationships between financial advisers and reverse mortgage professionals have always been tricky arrangements. Like anyone else who lacks detailed product knowledge, advisers may have misconceptions about reverse mortgages, resulting in missed opportunities when attempting to build resilient retirement plans for clients.

Ryan Ponsford used to be one of the skeptics. He’s been in financial services for almost 30 years, with stints in the private banking and Registered Investment Advisor (RIA) spaces. Today, as a Southern California-based adviser with Equity Wealth Strategies, he’s built bridges with the reverse mortgage industry as the two worlds work to better prepare seniors details ⇒

BusinessMediaguide.Com portal received this content from this noted web source: HousingWire.Com