Your name was given to me by my financial advisor. I have brought up the topic of doing a reverse mortgage and he told me you are the person I should talk to. Some basic info is that I am 71 and not in the best of health. I keep seeing ads about reverse mortgages and it seems to make sense, but want to talk to someone that knows more about it than seeing an ad on TV. At your earlies convenience can you give me a call a 413 XXX-XXXX.
This is definitely one of those cases, that because you see a commercial about reverse mortgages you think it may be a good idea. For sure not the case.
Sure, in some situations it may be a good idea, but most folks that I speak to, it makes no sense to do.
The simple answer for this scenario is that Don has enough assets to maintain the same lifestyle he has for years to come. A reverse mortgage is not needed.
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Joe Petrowsky, NMLS #6869
Right Trac Financial Group, Inc. NMLS #2709
110 Main St.
Manchester, Ct. 06042
Office: 860 647-7701 x116
Fax: 860 647-8940
Cell: 860 836-9294
Joe Petrowsky does not guarantee nor is in any way responsible for the accuracy of the information provided herein, and provides said information without warranties of any kind, either expressed or implied.
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