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Dec 16, 2019

Harlan Accola, CRMP, has 13 years of experience with marrying financial planning and the reverse mortgage retirement tool. Harlan has been in the mortgage industry for over 15 years and specializes in all types of loans. His specialty is taking a comprehensive “bird’s eye view” of clients’ financial pictures, rather than dealing with one small part at a time. Harlan is a Registered Financial Consultant, a Certified Senior Advisor, and a Senior Mortgage Planner. Harlan’s specialty lies in educating retirees and pre-retirees on the advantages of using Reverse Mortgages for financial and estate planning. Harlan is one of only 100 CRMPs nationally. Enjoy this episode!

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Show Notes

  • Other solutions that could be beneficial for you - 2:16
  • How he got into this industry - 3:09
  • One of the most powerful tools - 4:23
  • What's a reverse mortgage? - 5:05
  • Giving a proportion of equity - 8:57
  • There are better places to put your money - 10:29
  • How he understood the reverse mortgage - 11:12
  • The worst way to use a reverse mortgage - 13:39
  • Talking about Medicare - 15:29
  • Paying your taxes and your insurance - 19:09
  • Problem: people do not pay taxes - 19:40
  • What's mortgage insurance? - 23:40
  • It’s much easier if you have life insurance - 25:12
  • What's a part of financial success? - 27:06
  • Talking about the tax benefits - 27:49
  • Teaching clients how to reverse mortgages - 29:20
  • A strategy to get money out - 30:52
  • Reach out to Harlan and get his book - 31:52
  • Harlan's answer for the legacy question - 34:09

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