Trusted Advisors are Expected to Know Everything!
As a professional in your
field it is critical that you establish "Trusted Advisor" status with your
clients.
The next few months are prime
season to cement the relationships you've built and gain new clients through
referrals.
Having a wealth of
information ญญ-on important topics- at your fingertips is easy with the right
resources:
We can help you with:
1031 Exchanges: What's new
from the IRS?
Reverse Mortgages: FHA's
latest program provisions for increasing tax-free Retirement
Income; how to access trapped equity during a credit crunch, obtaining
non-recourse loans in a declining housing market, using federally-insured Reverse
Mortgage money to purchase a home for seniors needing to downsize.
Structured Sales: new tax deferral strategies for people tired
of real estate or who can't complete their 1031 exchange.
Primary Residence Exemption: Congress made changes last year to Section
121 of the tax code. I can bring you up-to-date on how that will impact your
clients.
HUD has created a Solid Solution
for mortgage-burdened Senior Homeowners needing to downsize. FHA's Reverse Mortgage for Home Purchase
provision increases re-purchasing power after the sale of their primary
residence. The #1 Question advisors must ask every senior client, "Have you
read your entire mortgage NOTE?" Many will find that their interest-only
options are ending in the next year or so.....
Ron Ricard Mary Jo Lafaye
IPX 1031 Reverse
Mortgage Consultant
Security
1 Lending
(408)
483-1031 (650)
726-8934
ron.ricard@ipx1031.com info@maryjolafaye.com
Security
1 Lending
(408)
483-1031 (650)
726-8934
ron.ricard@ipx1031.com info@maryjolafaye.com
You may contact either speaker with questions. We look forward to seeing you!
