Very Intellectual Client

Very Intellectual Client

I received a call one day from a financial planner that he and his client were interviewing Reverse Mortgage experts for her Reverse Mortgage. I arrived and noticed a business card from the only person in the state that I consider as knowledgeable as myself. At that point I felt sunk, proceeded with my presentation, and let to wait to be called back. I could tell the financial planner didn’t seem to like me.

I was extremely surprised when they called me and said I won them over. During the processing of the Reverse Mortgage my 82-year-old client called and asked me to run many, many different scenarios. So many had been run that when it was time to close, we had both forgotten if we had agreed on one. I was not put out by all the illustrations but amazed at how complex the questions were from an 82-year lady; none coming from her financial advisor. She admitted that she had been taken advantage of before mostly by men because of her wealth; but I had won her over.

The entire time I had no idea she was still employed part time. A year later I called a variety of clients to ask about advertising and what do they think is best radio, TV, internet, etc.

That’s when she told me, I can tell you all about advertising from a giant organization spending.

Turns out she had been the accountant for man years for large companies, and the day I called her she had finally let the last company go and retired.

The organization was a large American car dealership! She spends hours telling me on a bell curve how much they and the automaker had moved their television commercials to internet over the years.

So not only was this fascinating information, but I finally understood how she was so sharp I could hardly keep up. I can only dream Ill be working at 82, much more still have a sharp mind to do such important and accurate work.

I do 50% of my business since 2007 in Huntsville, Alabama; I have worked with many Redstone Arsenal and military private contractor retirees.  I think I have worked with my fair share of people with masters and doctorate degrees, but this one surprised me the most, by far this isn’t the only very intellectual client.

In this day in time you might be surprised that your financial planner, or elder care attorney might recommend a Reverse Mortgage because the a safer and the credit line grows to give you more money when you might need it at an older age. The financial world like the Reverse Mortgage because the 401ks and other saving methods were no thinking age 92 or 100.

You may be surprised that some of the top economists participate in lifetime longevity studies and Harvard and other economic minded universities. There is a fear of cource medicare will run out, but traditional investment accounts were not looking at people needing long term care and living to be 100.

Unlike a stock, mutual fund, annuity, or home equity line of credit, or your house. Once the numbers are set and the Reverse Mortgage is closed, the U.S. economy’s ups and down will not change the amounts especially if you choose a monthly payment for life. Under the Reverse Mortgage MIP insurance plan your amount for life may be figured on age 92, but the proceed waiting to be send out are growing at around 5%, so if your life to age 150 (yes) you will continue to get monthly payments. For more Reverse Mortgage information call:

Call Scott Underwood or Tonia Owens.

Birmingham – (205) 908-2993 or (205) 378-9421 ReverseMortgageAlabama@gmail.com

Huntsville – (256) 679-8538 or (256) 677-9767 ReverseMortgageHuntsville@gmail.com

Mobile, AL – (251) 230-2555 or email ReverseMortgageAlabama@gmail.com