9.4.25 Estate Planning and Reverse Workshop Part 1
AMA/Q&A Call Recording 9.18.2025 https://cdn.viqeo.tv/embed/?vid=3691b5b8017195e8aabe
Sales Strategy Call – Estate Planning & Reverse
Purpose
- Partner local estate planning attorneys with reverse mortgage loan officers
- Host joint consumer workshops in a credit union or bank community room
Why This Works
For Consumers:
- Understand wills, trusts, heirs, and home equity strategies
- Get clear next steps (estate review + home equity fit call)
For Partners:
- Warm introductions and co-branded credibility
- Repeatable events every 60–90 days
Implementation Steps
- Find an attorney partner: estate planning focus, reverse mortgage aware, good educator
- Outreach: email + 10-min call to propose co-teaching a “Wills, Trusts & Home Equity” workshop
- Secure venue: 20–60 seat CU/bank room, confirm logistics (AV, parking, capacity)
- List building: TitlePro247 filters (age 61+, 60% equity, $800K+ SFR homes)
- Marketing: postcard, flyer, landing page or Eventbrite (collect name/email/mobile)
Workshop Run-of-Show (90 min)
- Welcome & compliance (5)
- Retirement risks + home equity overview (10)
- Wills & trusts essentials – Attorney (15)
- Where law meets equity – Dialogue (10)
- Home equity strategies – Loan Officer (15)
- Trust updates & pitfalls – Attorney (15)
- Q&A (10)
- Clear next steps + sign-up QR (5)
Key Consumer Content
Compare Senior HELOC vs HECM Line of Credit
Show a real case study:
- $750K home, $300K mortgage
- HECM pays off the loan → eliminates payment
- Opens line of credit → grows unused balance
- Flexible tax-efficient access + heirs keep options
✅ Call-to-Action
- Book a Home-Equity Fit Call (QR)
- Book an Estate Planning Review (QR)
- Grab the 1-page checklist on exit