Empowering Your Clients To Retire on the Home

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INTERVIEW ON THE PRICE OF BUSINESS SHOW, MEDIA PARTNER OF THIS SITE.

Recently Kevin Price, Host of the nationally syndicated Price of Business Show, interviewed On a recent Price of Business, host Kevin Price visited with Jerry Auippa of Longbridge Financial.

Elderly homeowners own more than $11 Trillion in home equity, and many are struggling with a financial plan that fully fund their lifetime expenses, yet financial advisors often overlook this hidden wealth.  Why?  Let’s take a brief dive into the FHA Home Equity Conversion Mortgage (HECM) and new attractive and low-cost proprietary products to understand how it can improve the retirement plans of clients, protect against longevity risk, be optimized to fit with client goals, and to do so in an ethical and compliant manner. Home equity is one of the largest sources of assets for clients, and reverses mortgages can unlock this hidden wealth in a safe and standardized manner.  With new, best interest and compliance standards for financial advisors, the value of considering home equity in the planning process is growing.

Jerry Auippa’s bio:

Before making the move to reverse mortgages, Jerry spent 25 years in the Hospitality industry – with his last 6 years serving as General Manager of Food and Beverage at the Golden Nugget Casino in Laughlin, Nevada. In this role, Jerry helped seniors every day, and saw the financial challenges many of them face in retirement. After a life-changing accident forced Jerry to leave the hospitality industry, a switch to a career in Reverse Mortgages aligned perfectly with his values and lifestyle. For the last decade, Jerry has worked alongside professionals in the financial services industry to show them how reverse mortgages can be used to strengthen their client’s retirement.

 

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LISTEN TO THE INTERVIEW IN ITS ENTIRETY HERE:

The Price of Business is one of the longest running shows of its kind in the country and is in markets coast to coast. The Host, Kevin Price, is a multi-award winning author, broadcast journalist, and syndicated columnist. Learn more about the show and its digital partners at www.PriceofBusiness.com (scroll down to the bottom of the page).