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Industry Insights: The Case for Reverse Mortgage

february, 2019

14feb2:00 pm4:00 pmIndustry Insights: The Case for Reverse Mortgage2:00 pm - 4:00 pm MST South Metro Denver REALTOR® Association

Event Details

DESCRIPTION: This Industry Insights class, taught by one of our Affiliate Business Partners, will cover:

  • What is a Reverse Mortgage?
  • Possible advantages associated with a Reverse Mortgage    
  • The 4 “NEVERS” of Reverse Mortgages
  • What are the risks of a Reverse Mortgage?
  • Distribution options
  • Custom fitting the program to consumer’s needs
  • Retirement income strategies
  • Success rates from numerous studies explained and examined.
  • Harnessing the enhanced purchasing power of a Reverse Mortgage

INSTRUCTOR: Dan Smith
Dan Smith is a Colorado native, born in Denver CO, but who grew up in Pueblo. After graduating from High School, he attended the University of Colorado at Boulder, where he earned a bachelor’s degree in Economics with a minor in Financial Accounting. After graduating college, Dan found a position where he sold prosthetic implants for DePuy and retinal detachment instrumentation and devices for MIRA, Inc. During this time, he went back to night school to become a paralegal. His hope was to become a plaintiff’s medical malpractice attorney and go on to law school from there. As a result, he is also an American Bar Association certified General Practice Paralegal. However as fate would have it, his first paralegal position in 1986 was as a foreclosure specialist for Security Pacific Mortgage. Transitioning back into the sales side of things, his became a loan officer with Pacific First Mortgage in 1987 and has never looked back. Serving as a mortgage loan originator for over 30 years, Dan decided to get certified as a reverse mortgage specialist. After seeing the plight of older Americans firsthand in his practice and learning of the amazing changes FHA had made to this product, he found a new calling! If you are wondering how Dan operates, just Google him and take a look at his latest 28 – 5 star reviews on Zillow. You simply won’t find a more seasoned and conscientious professional to refer you clients to.

SMDRA Member Price: FREE / $20 for All Others
Continuing Education Credits: 2 Hours
SMART Designation Points: 2 Points

Refreshments Provided By SMDRA Affiliate Business Partner:
Angela Grunst with Roof Brokers

Time

(Thursday) 2:00 pm - 4:00 pm MST

Location

South Metro Denver REALTOR® Association

6436 South Racine Circle

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