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?”
Can your clients use a reverse mortgage in estate planning to increase the legacy to their heirs?
Are interest, real estate taxes, or MIP a deductive when paid? Are deductions passable onto the heirs?
What are the best strategies to facilitate life insurance using a reverse mortgage?
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.
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