2021 NRMLA Annual Meeting Conference Book

www.nrmlaonline.org 2021 Annual Meeting 5 Tuesday, November 2 11:30 am Tips & How To’s from Longbridge Account Executives Learn best practices to grow your business, how to recruit, submit a clean file, manage your day and work together with Ops. Moderator: Bill Nolan, Wholesale Sales Manager Presenters: • Geoffrey Bench, Senior National Account Executive • Bruce Ramirez, National Account Executive Provided b y: 12:00 pm Welcome Remarks 12:05 pm How Home Equity and Cash Flow Impact Aging in Place The National Council on Aging recently published two important research papers that examined how home equity can impact cash flow and enable more older adults to age in place. We’ll share highlights and potential outcomes for the reverse mortgage space. Introductions by Lori Erskine, Vice President, Wholesale, Mutual of Omaha Mortgage. Presenter: • Barbara Stucki, PhD, BRStucki Consulting Provided by: Approved for 1 CRMP credit 1:00 pm Global Perspectives on Home Equity Extraction The United States is one of roughly a dozen industrialized nations across the globe that offer equity release programs to help its citizens plan for financially secure retirements. In the United Kingdom, the Equity Release Council (ERC) has played a role similar to that of NRMLA for almost 30 years in helping to promote high standards of conduct and practice in the provision of and advice on equity release which have consumer safeguards at its heart. Special guests David Burrowes and Steve Kyle will discuss the findings from the ERC's just released Autumn Market Report and other important marketplace trends they're in the UK and Europe. Presenters: • David Burrowes, Chairman, Equity Release Council • Steve Kyle, Secretary General, European Pensions and Property Asset Release Group 1:30 pm Break Agenda * All sessions are Eastern Time