Get a clear understanding of what a Reverse Mortgage is, and how it works. Learn when it is and is not appropriate, and tips for a smoother process. Competent versus incompetent borrowers. Trustee questions and Conservatorship versus Powers of Attorney. New Loan Limits. There will also be plenty of Q & A time.
Fundamental Understanding Of Reverse Mortgages And Tips For A Smoother Process
Richard San Vicente, MBA
Rick has specialized in reverse mortgages since 2006. Currently, he is the NorthWest Vice President Area Sales Leader for Mutual of Omaha’s new reverse mortgage division, a top 5 national lender.
When he’s not working, he sits on the board for Meals on Wheels of Contra Costa County. He spent Eight Years on the Advisory Council for the Area Agency on Aging for Contra Costa’s Aging and Adult Services as well as a member of the Tri-Valley Estate Planners Association and Financial Planning Association.