Renatta is a Colorado native, grew up in Arvada, and went to school in the North Denver area. She spent 12 years in the banking industry- working her way up from a part-time teller to a Bank Manager. Renatta left the banking world and entered the Mortgage Industry in 2000 as a Loan Officer. She later spent a few years working in the advertising/marketing arena within the Real Estate World. Her time in advertising confirmed that her true passion was helping clients obtain mortgage financing. Having experience with Reverse Mortgages within her own family and seeing the positive impact it has had for many her clients â€“Her true mission is to get the word out about Reverse Mortgage and clarify many of the myths and misconceptions people have regarding it- it is truly an important tool to be utilized in retirement planning. Renatta and her husband, Tony, have been married for over 30 years and reside in Broomfield where they raised their three boys. They now enjoy watching their grand daughter whenever they can. They enjoy sports, traveling and especially following Pro Cycling through Colorado.
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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