Long-Term Benefits Enabled by Reverse Mortgage Loans:*
Mortgage Interest Deduction Strategies
Reduce Taxable Income from IRA/Qualified Fund Distributions
Acquisition Indebtedness Planning
Strategic Planning for “Roth Conversion”
Testimonials from Financial Professionals
Hear from your peers about working with our team.
“What George does can help your clients at some point in your work with them, whether they are at the age of retirement now or will be…”
“George is a wealth advisor and insurance agent’s best friend. He does a very good job of demystifying reverse mortgages.”
“What I had thought about reverse mortgages was totally not true. You can imagine how clients are in the same boat.”
“How do we fund what we’re trying to design? One of the biggest missing pieces of the puzzle can be solved…
“When I sit across from someone I’ve been working with, and the weight comes off their shoulders…I’ve actually seen tears.”
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*The information in this advertisement does not constitute financial planning advice. Please consult a financial planner regarding purchasing an annuity and your specific retirement plan.