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mca: Case Study #2 MMA,Equity Harvesting vs HYBRID PLAN - 11/06/07 12:36 AM
In our last case, John and Jill Doe were meeting once again with their financial planner. They had recently looked over two plans that would help them maximize their asset's and prepare them for retirement. The MCA or Mortgage Merge Account had certain advantages that could actually put more money in their hands at retirement, but only if they sold their home. The Equity Harvesting Plan gave them a large nest egg and also saved them taxes over their lifetimes. But their financial planner had noticed some interesting characteristics in each plan that he thought that they could take advantage of … (0 comments)
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mca: Case Study #1 ....MMA vs Equity Harvesting - 11/06/07 12:20 AM
Finally I'm able to discuss one of my cases. I've have of course left out the names, so this particular borrower will go by our beloved name of John and Jane Doe. John lives in hypothetical Bacon, Alabama, and for kicks and giggles 30 years old. John and Jane talk to a mortgage planner and some guy in their neighborhood who told them about some really cool new product called the "Mortgage Checking Account", supposedly it pays down your mortgage in 9 years or less. John comes from the philosophy that you should make equity work for you, but his wife … (1 comments)
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mca: For all you mortgage loan officers...quick tip for quick biz - 09/07/07 03:25 PM
My partner and I just sent out a 5x7 postcard to all our former clients through a pretty cool company called Sendoutcards.com, then we followed up with a phone call to update them on our recent move we made to a new mortgage company. We've found this to be awesome! Think about it, they are hearing bad news all the time in the media, most of our clients are thinking it's a horrible time to do anything with a mortgage. But our assurance and then ability to quote them some pretty amazing deals are like magic. So far we've taken a … (1 comments)
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