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Reverse Mortgages
Tom Di Leo, NMLS #328183
New American Funding, NMLS #6606

  1. What is a Reverse Mortgage
  2. What problems does a Reverse Mortgage solve for clients?
  3. What is your Client Makeup?
  4. Who are your Power Partners?
  5. Words, Phrases, Conditions that lead to referrals
  6. B2B Synergy Podcast with Tom Di Leo (Audio Version)
  7. B2B Synergy Podcast with Tom Di Leo (Video Version)
Podcast Timestamps: (Get right to what you want to hear)
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00:00 Introduction and Background
01:26 Understanding Reverse Mortgages
02:09 History and Evolution of Reverse Mortgages
02:50 Tom's Experience and Specialization
03:16 Understanding the Terminology and Uses of Reverse Mortgages 03:50 Tom's Unique Approach and Clientele
04:38 Tom’s Client Make Up
06:12 Tom’s Power Partners
09:26 Understanding Benefits, Process and different Reverse Mortgage products
14:12 Other professionals who should be involved with a Reverse Mortgage sale
15:29 The Role of Trusts and Heirs in Reverse Mortgages
21:33 The Cost Structure and Ongoing Support for Reverse Mortgages 24:42 Addressing Misconceptions and Myths about Reverse Mortgages 26:23 Reverse Mortgage Scenarios

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All Answers are 60 seconds or less in length.
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