HIVE Call 11/19/25

Here is the recap and video. Lively discussion on use cases, what we are hearing from advisors, and setting the foundation to take The CLA 7 Steps and 7 Concepts and work them from a reverse mortgage perspective.

Troy - using ChatGPT to create content for outreach, becoming more intentional - targeting the RICP Designation

• Dan - RM’s have the highest level of customer satisfaction of all mortgage products

• Reminder to FA’ you can do all the planning you like, but Life happens - legal bills, health, creating protection strategies is part of holistic planning 

• Why do FA’s ask “What % of your business is RM”? 

• If a RM lets you retire sooner, would you present that idea?

• It’s still about cash flow

• When there is a maturity event - there will be a 1098 int - are you planning for that?

Look at other posts for access to the new Podcast for Reverse HIVE members and also a recording of they Dr Wade Pfau event I hosted.

And I have attached my version of the Client Borrow Smart Conversation.