Insiders: 7 Ways to Gain Unprecedented Access to Baby Boomers Using Reverse Mortgages

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Are you getting in front of enough new clients? Would you like increased access to qualified and motivated Baby Boomers? 

American College Professor, Don Graves, RICP®, CRMC, will share the strategies, questions, language, and concepts that can give advisors a continual stream of qualified Baby Boomer prospects.  We all know that the majority of the Boomers’ wealth is tied up in their homes. What you may not know is that today’s newly restructured Reverse Mortgage is the only way to access that wealth without impacting cash flow or requiring them to move.

Recent surveys show that nearly 100% of Baby Boomers have already seen, heard, or read about Reverse Mortgages and are favorable towards them. This could be the advisor’s Trojan Horse, Magic Bullet, Secret Sauce… but so few know how to infuse Reverse Mortgages into their practice in a way that’s legal, ethical, moral and compliant. But in this workshop, you will learn how!

Baby Boomer Facts:

  • Nearly 8 million and 87% own their own home
  • Control 70% of the $5.9 trillion in available home equity
  • Have 70% of all U.S. disposable income over the next 5 years
  • 66% have no written financial plan

If you’re not accessing this market, you are missing out on the single greatest, revenue-generating demographic you have ever encountered.

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