Retirement Mortgages: Helping Clients Live Their Best Retirement | It’s not just a house; it’s their future
2025 Real Estate CE Series | One Hour
Steve Landis, Mortgage Advisor NMLS#112929 | Sheila Landis, Retirement Mortgage Specialist NMLS# 2589206
Join us March 12 at 10:00 AM PST – Webinar
Dive into retirement financing solutions paired with real life client scenarios to gain a strategic approach to serving this growing community of buyers and sellers on the move. Agents can play a pivotal role their clients’ future.
Buyers over age 62 qualify under unique guidelines offering more choices for financing qualifying with assets, retirement income or securing their future with an FHA ‘s Home Equity Conversion Mortgage. Come get an infusion of what’s possible.
Why Attend
- Fastest Growing Market Segment: NAR reports 33% of buyers and 48% of sellers are aged 62+; this is beyond a niche, it’s real opportunity that needs qualified players
- Become the Go-To Expert: Your expertise will help you recognize opportunity and gain trusted advisor status
- Two for The Win: List the current home; help secure the future home
- Build New Partnerships: Financial Advisors and Estate Attorneys need knowledgeable agent partners
- Planning for Future Needs: Help clients afford the RIGHT home for their retirement needs now and in the future
Retirement Loan Options
- Retirement Mortgage Deep Dive: Bridge loans, asset loans, HECMs – we’ll break it all down with real-life examples and actionable strategies.
- Reverse Mortgage Revolution: Debunk the myths, understand the pros and cons, and discover hidden opportunities (like Home Safe Second).
- The “Aha!” Moment: We’ll dive into the numbers and deepen your understanding with examples
- Winning Strategies : Learn how to pair retirement financing with offers and listings
The Right Sizing Dilemma
- Planning for the Future: How the right financing helps clients downsize, relocate, or age in place with peace of mind
- Preserving Capital: A few nuggets on financing could help you change your clients future
