Your Loan Officer
Peak Your Reverse Mortgage Knowledge

About the Presenter:

Renatta Anderson

Reverse Mortgage Planner | NMLS# 1267012

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 –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.

Financial Planner Event Type

Tuesday July 10, 2018

Time: 5:00 AM - 5:00 AM PST
Location: Shyam Bazar


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:

Carl Self

Senior Mortgage Advisor | NMLS# 1061345

Ofice: 425-419-2022

Mobile: 206-307-2754

eFax: 866-465-1943 19015 North Creek Pkwy., Suite 109 Bothell, WA 98011



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