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The Advisor

Articles - March - 2011

Monday, 28 February 2011 20:22

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A Unique and Unlikely Referral Partner

Last month, my article for The Reverse Review focused on my theory of having a smaller number – but a higher quality – of referral sources. I must say, I received many comments on this stance. Some were positive and agreed that they would implement the same strategy. Others felt I had gone over the cliff. That’s OK; it’s all about having an open discussion.

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FEATURE: Taking Care of Seniors in Need

Articles - May 2011

Written by Sherry B. Apanay

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A mission still possible?

The reverse mortgage industry has undergone significant changes since I first entered it nearly 20 years ago. In the early 1990s, the number of reverse mortgages funded was in the dozens, not thousands, as is the case today, and our mission was a very passionate pursuit of “taking care of seniors in need.” I still believe our industry’s primary mission is to take care of seniors. However, in these constantly changing times with incredibly volatile financial markets, it seems highly appropriate to ask ourselves, “How well are we doing?”

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The Response

Articles - July/Aug 2011

Written by H. West Richards Thursday, 30 June 2011 09:39

As the executive director of the Coalition for Independent Seniors, I am writing in response to an article in the June 2011 issue of Reverse Review entitled “The Industry’s Message to Washington, D.C.” by John Mitchell.

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The Report

Articles - September 2011

Written by John Lunde, Reverse Market Insight Wednesday, 31 August 2011 13:49

June Endorsements

While the rest of the world is deciding just how much the rating agencies matter three years after the 2008 debacle, volatility in the reverse mortgage world is looking relatively calm by comparison.

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TRR Interview: Jeff Lewis, CIS

Videos - News

Written by Brett Varner Thursday, 29 September 2011 07:24

Jeff Lewis, Chairman of the Coalition of Independent Seniors, provides an inside look at the goals and operations of the organization. He discusses the work being done in Washington DC by the group to support the broader perspective of financial independence and aging-in-place for seniors, and the HECM products important role in that discussion.

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