Thank you to everyone who participated in last week’s webinar on trusts, POAs, conservatorships, and life estates. Education Committee Co-Chair Chris Downey interviewed trust attorney Paul Lovegrove for … more Key Takeaways on Trusts and HECMs
Reference Section
Why Proprietary Reverse Mortgages Matter
Proprietary reverse mortgages have been around for years, but they’ve become increasingly more important to the future growth of the reverse mortgage industry because of the innovative ways … more Why Proprietary Reverse Mortgages Matter
Financial Planning Association Publishes Retirement Readiness Report
The Financial Planning Association®—with support from Finance of America—released the 2025 Trends in Retirement Planning survey report, which provides a look at the evolving challenges and priorities shaping … more Financial Planning Association Publishes Retirement Readiness Report
Edelman Survey Yields Interesting Retirement Perspectives
A new survey conducted by investment advisory firm Edelman Financial Engines reinforces a trend in how Americans think about retirement: specifically, they imagine these years to be more … more Edelman Survey Yields Interesting Retirement Perspectives
Loan Originators Share Sales Best Practices
The Loan Officer Roundtable held during the recent Western Regional Meeting in Irvine offered a goldmine of best practices that can help loan originators close more loans. Moderator … more Loan Originators Share Sales Best Practices
Servicing Corner: Understanding Insurance Claims and Reverse Mortgages
In the wake of the devastating wildfires in Southern California, it’s essential for industry professionals and reverse mortgage borrowers to understand how insurance claims work for properties with … more Servicing Corner: Understanding Insurance Claims and Reverse Mortgages
JP Morgan Publishes Annual Guide to Retirement
J.P. Morgan Asset Management released the 13th edition of its annual Guide to Retirement. This year’s Guide offers insights on the evolving landscape of retirement planning, focusing on … more JP Morgan Publishes Annual Guide to Retirement
Member Spotlight: Jesse Allen, Rate
To help our members get to know one another, NRMLA publishes periodic member spotlights featuring professionals from across the reverse mortgage ecosystem. Meet Jesse Allen, President of Retail … more Member Spotlight: Jesse Allen, Rate
From the Top: Shannon Robinson, SVP, Reverse Division, New American Funding
Tustin, CA-based New American Funding has originated reverse mortgages since 2012, but it’s only been during the past two years that the company has bolstered its sales force … more From the Top: Shannon Robinson, SVP, Reverse Division, New American Funding
Baby Boomers Regain Top Spot as Largest Share of Home Buyers
In a shift that underscores changing dynamics in the housing market, baby boomers now make up the largest generational group of home buyers, according to the National Association … more Baby Boomers Regain Top Spot as Largest Share of Home Buyers
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