Robert Klein on reverse mortgage education, retirement planning
Today’s HousingWire Daily features a crossover episode with the RMD Podcast, a monthly podcast covering hot topics in the reverse mortgage industry hosted by Chris Clow, editor at HousingWire’s latest acquisition, Reverse Mortgage Daily. The episode features an interview with Robert Klein, founder of the Retirement Income Center and investment advisor in Newport Beach.
During the episode, Klein dives into the importance of reverse mortgage production education and addresses some of the reservations that financial planners may have when talking to their clients about reverse mortgages. He also shares some advice to reverse mortgage originators about partnering with financial planners.
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