Strategic Relationships

You need leads. You want good sources. Financial planners could be a good source. So could other senior-related professionals, such as insurance agents, elder-law attorneys and accountants.

The National Aging in Place Council wishes to congratulate all our members who helped make National Aging in Place Week 2006 an overwhelming success. This year, members organized close to 60 events nationwide, which is nearly double from last year.

The National Aging in Place Council is a membership organization founded on the belief that an overwhelming majority of older Americans want to remain in their homes for as long as possible, but lack awareness of home and community-based services that make independent living possible.

During the past two months, Alison Calamia, a reverse mortgage specialist with Standard Mortgage, New Orleans, LA, has been getting a lot of phone calls from financial planners.

Whether they come from existing reverse mortgage borrowers or local firms that you’ve established relationships with, referrals can be a key source of business for any lender.