Your Loan Officer
EVENTS
Peak Your Reverse Mortgage Knowledge
PLEASE JOIN US FOR AN ADVANCED REVERSE MORTGAGE SEMINAR

About the Presenter:

Harlan Accola

National Reverse Mortgage Director | NMLS# 277693

Harlan Accola and his wife Brenda have lived in the Marshfield, Wisconsin area for over 30 years. They have four grown sons, Ben, Josh, Luke and Isaac and three grandchildren.

Harlan has been in the mortgage industry for over 20 years and has worked with all types of loans. His specialty and favorite has always been working amongst the 62 plus age group with over 1,000 Reverse Mortgages which has been the most rewarding part of his career. He is now the Reverse Mortgage Director for Fairway Independent Mortgage Corporation.

His presentations will give you a very different perspective. He often asked his clients and professional partners,
“If what you thought you knew about mortgages and financial planning was wrong, when would you want us to tell you?”

Financial Planner Event Type

Tuesday September 11, 2018

Time: 8:30 AM - 11:45 AM PST
Location: Hilton Garden Inn 22600 Bothell Everett Highway Bothell, WA 98021

 

Event Highlights:

Sequence of Returns Risk

Can your clients use a reverse mortgage in estate planning to increase the legacy to their heirs?

Advanced Tax Planning*

Are interest, real estate taxes, or MIP a deductive when paid? Are deductions passable onto the heirs?

Life Insurance

What are the best strategies to facilitate life insurance using a reverse mortgage?

Medicaid & Long Term Care (LTC) Strategies

Can a reverse mortgage convert countable assets to exempt equity? Does a reverse mortgage line of credit affect Medicaid eligibility?

*This webinar do not constitute tax advice. Consumers should contact a ?nancial advisor for their speci?c situations.

Register For Event

Grab Your Spot ! Seats Are Limited !

Hosted By:

James Test

Senior Mortgage Advisor | NMLS# 1061345

Ofice: 425-419-2022

Mobile: 206-307-2754

eFax: 866-465-1943

jamesf@fairwaymc.com

19015 North Creek Pkwy., Suite 109 Bothell, WA 98011

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