Welcome to our “For Professionals” education page!

At Intelligent Reverse, we are dedicated to empowering professionals and businesses that serve retirement-aged individuals. We understand the importance of staying informed and educated in the ever-evolving landscape of retirement planning and reverse mortgages.

That’s why we are proud to offer a comprehensive continuing education webinar tailored to professionals like you. Our webinar, “A Financial Advisor’s Guide to Assisting Clients in Retirement” will equip you with statistics, demographics, and practical strategies to address the unique challenges faced by older adults. Discover how leveraging home equity can benefit both you and your clients, offering solutions for retirement planning, long-term care needs, and navigating challenging markets. Let Intelligent Reverse help you expand your client base and provide valuable services in this growing sector of financial planning. What sets our webinar apart is that it offers Continuing Education Units (CEUs) accredited by the Certified Financial Planner Board. By participating in our webinar, you not only expand your expertise but also earn valuable CEUs to maintain your credentials.

Register now to unlock opportunities for financial longevity and retirement success!

Webinar: A Financial Advisor’s Guide to Assisting Clients in Retirement”


CFP (Certified Financial Planners)

Attorneys
Realtors/Builders

CFP (Certified Financial Planners)
Home Care Companies

Banks and Credit Unions