Artwork

Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Christian Mills, Reverse Mortgages A Secret Weapon For Financial Planning

1:08:33
 
공유
 

Manage episode 339706469 series 2895276
Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Episode 69 - Christian Mills is the Head of Financial Advisor Relations for Reverse Mortgage Funding LLC (RMF). He has spent the last 25 years working in financial services, mainly in the retirement planning arena. Christian began at Fiserv Trust Company, initially working in IRA Custody; he then moved to the qualified plan division, Trustlynx.
Following positions focused on Trust and Custody, TPA, and record-keeping, he worked for the national headquarters of the Financial Planning Association in Corporate Relations. While at FPA, his view of reverse mortgages was dramatically shifted by the academic work of John Salter, Wade Pfau, and Harold Evensky, as published in the Journal of Financial Planning.
Christian graduated from the University of Kentucky and the University of Denver and is a self-professed Behavioral Finance nerd. A constantly evolving “new normal” for Americans in retirement brought Christian to RMF, where he focuses on educating financial professionals and their clients on appropriate strategies for using the new reverse mortgage.
To learn how to choose the correct product, use the proceeds, and model a reverse mortgage through your current financial planning software, please contact Christian Mills at: 720.984.6622 or cmills@reversefunding.com
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

109 에피소드

Artwork
icon공유
 
Manage episode 339706469 series 2895276
Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Carter Wilcoxson and Tim James, Carter Wilcoxson, and Tim James 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Episode 69 - Christian Mills is the Head of Financial Advisor Relations for Reverse Mortgage Funding LLC (RMF). He has spent the last 25 years working in financial services, mainly in the retirement planning arena. Christian began at Fiserv Trust Company, initially working in IRA Custody; he then moved to the qualified plan division, Trustlynx.
Following positions focused on Trust and Custody, TPA, and record-keeping, he worked for the national headquarters of the Financial Planning Association in Corporate Relations. While at FPA, his view of reverse mortgages was dramatically shifted by the academic work of John Salter, Wade Pfau, and Harold Evensky, as published in the Journal of Financial Planning.
Christian graduated from the University of Kentucky and the University of Denver and is a self-professed Behavioral Finance nerd. A constantly evolving “new normal” for Americans in retirement brought Christian to RMF, where he focuses on educating financial professionals and their clients on appropriate strategies for using the new reverse mortgage.
To learn how to choose the correct product, use the proceeds, and model a reverse mortgage through your current financial planning software, please contact Christian Mills at: 720.984.6622 or cmills@reversefunding.com
WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.
HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

  continue reading

109 에피소드

All episodes

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드