Couverture de The Overlooked Strategy That Builds Trust (Reverse Mortgages)🏠🤯

The Overlooked Strategy That Builds Trust (Reverse Mortgages)🏠🤯

The Overlooked Strategy That Builds Trust (Reverse Mortgages)🏠🤯

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 Most agents completely overlook reverse mortgages—and that’s a mistake.

In this episode, Roy Snarr sits down with reverse mortgage expert Michael Standard to break down:
• Why reverse mortgages can be a massive trust builder
• How seniors use home equity for tax-free income
• The real rules (and myths) around today’s reverse mortgages
• Why this strategy pairs so well with annuities, Roth conversions, and LTC planning

If you’re serious about becoming a well-rounded advisor in the annuity space, this is a conversation you need to hear.
Links to Michael’s training and resources are below 👇
https://heroloansllc.com
Long Term Financial Planning
Hero Loans LLC Michael Standard Sr. Mortgage Specialist
360-690-5278
michael@heroloansllc.com

Tag an agent who should be thinking bigger about retirement planning.

00:00 Why agents overlook reverse mortgages
01:00 The trust play most advisors miss
02:05 Michael Standard’s background & credibility
03:20 The real retirement income gap
04:00 Senior home equity stats you need to know
05:58 Why reverse mortgages changed after 2017
07:06 How reverse mortgages actually work today
09:00 What happens to the house & heirs
11:15 Underwriting made simple (“cat food rule”)
12:49 Using equity for LTC, Roth conversions & leverage
16:00 How wealthy families use this strategy
18:22 Costs, FHA rules & who qualifies
21:20 How agents should apply this in fact-finding
23:00 Final takeaways for annuity agents

Disclosure & Disclaimer: This content is for educational and informational purposes only and is not intended as financial, legal, tax, or investment advice. I am not acting as a fiduciary, CPA, tax advisor, or attorney. Always consult with your own licensed financial advisor, tax professional, or attorney before making any financial decisions. I am not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, Medicare, the U.S. government, or any other government agency. Any references to government programs are for educational purposes only. Opinions expressed are my own and are based on general principles, which may not apply to your individual situation. All financial products involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Insurance and financial product availability, features, and guarantees vary by carrier and state. Guarantees, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. Viewers are encouraged to conduct their own independent due diligence before purchasing any financial or insurance product. Nothing contained in this content constitutes an offer, solicitation, or recommendation to buy or sell any specific product or security. By viewing this content, you acknowledge that you are solely responsible for your financial decisions.
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