Advisors: Are Your Clients Withdrawing from Investments at the Wrong Time? Market downturns can be devastating for retirees relying on portfolio withdrawals. Selling assets in a declining market can accelerate depletion and reduce long-term gains. ??A Reverse Mortgage can serve as a buffer—allowing clients to draw from home equity instead of their investments during tough economic periods. ??Gives the portfolio time to recover, protecting assets for the long haul. ??Reduces sequence of returns risk, improving overall retirement stability. By incorporating a Reverse Mortgage as a financial planning tool, you can help clients weather market volatility without derailing their retirement strategy. Want to learn how this strategy can work for your clients? Let’s connect! #ReverseMortgage #PortfolioProtection #RetirementPlanning #FinancialAdvisor #MarketVolatility #RetirementSecurity
Mutual of Omaha Reverse Mortgage
金融服务
San Diego，California 5,621 位关注者
Equal Housing Lender | NMLS #1025894
关于我们
We are here to address and solve one of the most significant challenges facing the Baby Boomer Generation today….Being Financially Prepared for Your Retirement Years. We are committed to educating Retirees and their families on the value of a product that has been created by the US Government during President Reagan’s term in Office. The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in your home as a means to assist a peaceful and secure transition to one’s retirement years. Many Financial Advisors are now realizing the value of this product as one of several overall financial planning tools. Our team is committed to you, and are here to assist you on your timeline…not ours. Our Commitment to you is that the educational process will be based upon an honest, ethical and open dialogue. Our goal is to integrate our dialogue into your circle of trusted advisors, whether those be family or a team of financial professionals.
- 网站
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https://mutualreverse.com/
Mutual of Omaha Reverse Mortgage的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- San Diego，California
- 类型
- 上市公司
地点
Mutual of Omaha Reverse Mortgage员工
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Marty Appel
Home Equity Retirement Specialist | NMLS#235426 | Mutual of Omaha Mortgage NMLS#1025894
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Rick San Vicente
VP NW Area Sales Leader | NMLS#647335 | Mutual of Omaha Reverse Mortgage NMLS#1025894
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Bob Tranchell
Home Equity Retirement Specialist, RICP? NMLS# 286716 | Mutual of Omaha Mortgage NMLS# 1025894
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Bruce McPherson, Senior Reverse Mortgage Advisor
Mutual Of Omaha Reverse Mortgage
动态
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We’re thrilled to announce that Mutual of Omaha Reverse Mortgage is a proud sponsor of the 2025 Epcon Conference!?? Join us March 31 – April 2 in San Antonio, Texas, as we connect with industry leaders and explore innovative solutions for the 55+ housing market.?? Don’t miss this opportunity to engage with experts and elevate your business strategies! #EpconConference2025 #MutualOfOmahaReverseMortgage #55PlusHousing #ActiveAdultLiving #ReverseMortgage #HousingIndustry #SanAntonioEvents #IndustryLeaders #RealEstateProfessionals
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Happy St. Patrick’s Day! ??Today, we’re feeling lucky and grateful for our incredible clients and partners. We wish you a day filled with joy, prosperity, and good fortune! #HappyStPatricksDay #FeelingLucky #MutualOfOmahaReverseMortgage
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??Client Praise Alert! At Mutual of Omaha Reverse Mortgage, we take pride in helping our clients navigate their home equity retirement solutions with ease and confidence. Thank you, Dean, for sharing your experience!?? #ReverseMortgage #ClientTestimonial #MutualOfOmaha #RetirementPlanning #HomeEquity
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Imagine the possibilities if you could access the wealth tied up in your home—without selling or taking on monthly mortgage payments*. Whether you’re looking to boost retirement income, cover healthcare expenses, or simply enjoy more financial flexibility, a Reverse Mortgage could be the key to unlocking new opportunities. Don’t let your home’s equity sit unused—discover how it can work for you! Let’s talk. ???? https://lnkd.in/gdtgCVzd #RetireSmart #ReverseMortgage #HomeEquity #FinancialFreedom #SeniorFinance #RetirementPlanning #HECM #MortgageSolutions Source: nrmlaonline.org *Reverse mortgage borrower must occupy home as primary residence and remain current on property taxes, homeowner’s insurance, the costs of home maintenance, and any HOA fees.??
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???Mutual of Omaha’s Wild Kingdom The Podcast is back with Season 2! Get new episodes every Tuesday. Listen as Co-hosts Peter Gros and Dr. Rae Wynn-Grant go in-depth with wildlife experts. https://lnkd.in/ggZNzMU2 #WildKingdom #WildKingdomPodcast #Podcast #ProtectingTheWild
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Today, we honor the strength, resilience, and achievements of women everywhere—especially those making a difference in their careers, families, and communities. At Mutual of Omaha Reverse Mortgage, we’re proud to support financial empowerment for women, helping them achieve security and independence in retirement. Let’s continue to uplift, support, and inspire one another!?? #InternationalWomensDay #WomenEmpowerment #FinancialFreedom #RetirementPlanning
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Our client had the income and savings to cover everyday expenses but found themselves carrying credit card debt from travel costs. Instead of being weighed down by high-interest payments, they chose a smarter solution—a Reverse Mortgage! By working with Mutual of Omaha Reverse Mortgage, they were able to pay off their debt and secure additional funds for future travel—without the stress of credit card interest. If you're looking for a way to enhance your retirement lifestyle, a Reverse Mortgage could be the right solution for you too! ?? Contact us today to explore your options! #ReverseMortgage #FinancialFreedom #RetirementPlanning #DebtFreeLiving #MutualOfOmaha
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A Reverse Mortgage provides an alternative income source, allowing clients to withdraw less from taxable retirement accounts like IRAs and 401(k)s. This can: ? Help keep clients in a lower tax bracket ? Reduce required minimum distributions (RMD) withdrawals ? Preserve investment accounts during market downturns Using home equity as a tax-free income buffer gives retirees greater financial flexibility while optimizing tax efficiency. Let’s discuss how this strategy can help your clients! #RetirementTaxPlanning #CPA #ReverseMortgage #FinancialAdvisor #TaxEfficiency #SmartRetirement
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Did you know? Seniors are often the #1 target for financial scams. This National Consumer Protection Week, let’s protect our loved ones! Watch for signs of fraud: ?? Unexpected phone calls asking for money ?? Emails claiming to be from the IRS or Medicare ?? Pressure tactics to send money quickly Have an open conversation with aging family members about these risks—awareness is the first step to protection! #SeniorProtection #ScamPrevention #ConsumerProtectionWeek #MutualReverse #MutualOfOmahaReverseMortgage
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