Friendly, caring demeanor
Pete makes my clients comfortable then helps them 1) stay in their homes; 2) to improve cash flow and retirement plan; and 3) to protect property from creditors
Brian C. Estate Planning & Asset Protection Attorney
Friendly, caring demeanor
- Post date March 18, 2020
CASE STUDY
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How ignorance could cost your clients their home
While it isn’t surprising that I meet many advisors unfamiliar of the benefits of a reverse mortgage, it is alarming . . .
Full StoryI am grateful for Pete’s willingness to implement an impactful career development event for our students.
Rebecca Z., MEd, MBA, PHR Talent Acquisition & Workforce Development Leader San Diego
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THE FACTS
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Options: Jumbo, purchase, credit line, and more
There are many ways a reverse mortgage can benefit you. Take a look at some of the primary options and . . .
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