With financial planners serving as some of the most important potential reverse mortgage referral partners, this episode of The RMD Podcast features a conversation between RMD editor Chris Clow and Robert Klein, a registered investment advisor in Newport Beach, California, and founder of the Retirement Income Center where he specializes in a multidisciplinary retirement planning approach.

In the conversation, Clow and Klein discuss the state of reverse mortgage product education to borrowers and professionals, the reticence many financial planners have about discussing reverse mortgages with clients, and advice to reverse mortgage originators about approaching financial planners to serve as referral partners.

The RMD Podcast speaks with reverse mortgage business leaders, professionals, government officials, and thought leaders to provide listeners with the pulse of the reverse mortgage industry, and all of the business and regulatory realities which affect it. Hosted By Chris Clow and produced by Alcynna Lloyd.