Retirement Plans That Incorporate Housing Wealth

Curtis Cloak talks about reverse mortgages and devising retirement plans that incorporate housing wealth. Download the article here.
Retirement Plans That Incorporate Housing Wealth

Curtis Cloke is an award-winning financial advisor, educator and speaker with over three decades of experience helping families achieve retirement security.

As a member of the Funding Longevity Task Force, Cloke has become a vocal supporter of reverse mortgages and devising retirement plans that incorporate
housing wealth.

He has also developed his own continuing education classes on many topics related to retirement and estateplanning strategies and software tools that are
used by top professionals in the financial services industry to help them devise retirement plans.

Reverse Mortgage Magazine interviewed Cloke recently to talk about his views on reverse mortgages and what he’s doing to change financial planners’ perceptions
about them.

This article is a good insight into the fact that a lot of financial planners are unaware of the value reverse mortgages can bring to a comprehensive financial
plan.

Download the article here and let me know your thoughts.

Bruce Simmons

Bruce Simmons

I absolutely love what I do - working with senior homeowners to help them live a more comfortable, flexible and secure retirement. I have the absolute best customers in the world, and even though I worked in the forward mortgage business for a number of years, I could never go back to doing conventional loans. I'm a 100% reverse mortgage specialist.

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