Will Boomers Be Retiring in Oregon, Washington, or the Northwest?

Mortgage and Lending with Security One Lending

Will Boomers Be Retiring in Oregon, Washington, or the Northwest?

Portland Oregon

Boomers are rethinking housing options for their retirement.  Here is an article that you may find useful to understand what is on the mind of today's boomers.  Click here.  Have you educated yourself to understand how to help your clients meet their goals?  There is no better time than now to understand the needs and options of this growing population since Boomers now account for 30% of the population: 4,000,000 will turn 62 in 2012 so I have attached a link with the real numbers.  Click here  The question remains: Do you understand the needs and have you educated yourself on options?

Here are some resources for you to consider: 

What are Financial Planners saying about Reverse Mortgage?

Barry Sacs "Reversing the Conventional Wisdom"

Dr. John Salter and Harold Evensky: "Standby Reverse Mortgage"

The bottom line is that their in depth studies show that it is better for the Boomer to do a Reverse Mortgage before they need it.  So just in case you are still a non-believer I have included a calculator so that you can plug in your own retirement numbers and compare the difference both with and without a Reverse Mortgage so that you can begin to see that it is a great tool that can give you a higher likely hood of a successful retirement.  Isn't that what we all want?

You should also thoroughly understand how to use a HECM for purchase:  I have included a calculator here for your convenience. 

Of course your best source of knowledge is from a professional that can educate you on what you need to know to help yourself or your clients Retire in Oregon, Washington or the Northwest!

For more information please visit my website and call for more information.  I would be happy to connect you with a full time professional in your neighborhood today.


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Bend, Oregon:  CE Credits for Realtors delivered in Oregon on the topic of Reverse Mortgage

Oregon Reverse Mortgage Lender

Sharon Falvey, Vice President Northwest Sales has been effectively delivering Continuing Education Credits to Realtors accross the State of Oregon and most recently in Bend, Oregon.  This class has been very well received by Realtors that thought they understood the truth about Reverse Mortgage until they took the class.


Sharon Falvey and Security One Lending were recently quoted in "Reverse Mortgage Daily" and "Reverse Fortunes" as well as other's.  It brings me great joy to  be able to dispel the myths about Reverse Mortgage and show Realtors how they can position themselves to use it correctly and increase their sales.  We all need to make our way in these interesting times and you can never have to many tools in your belt to do so.


Dan Heater: Continuing Education Director in Bend Oregon for COAR is quoted as saying: 

"Thank you Sharon so much for the great class on Reverse Mortgages you did at COAR last week.  The class was very good.  It is amazing that we all still have these pre-conceived ideas about what a reverse mortgage is and how it can fit into our lives as we age.  All of our brokers we very impressed with the class and had all changed their minds as to the value and use of reverse mortgages both personally, and as a tool to help their customers.


The class was concise, easy to understand and gave all who attended something else to include in their presentations for their clients.  I would recommend this class for anyone to take.  Anyone approaching this age, with parents close to this age, or a real estate practitioner with clients of this age would gain valuable information as to how to own real estate as you approach your senior years.


Thanks again.




Dan Heater

Communication Coordinator"


And Desiree Streeter, Broker in Bend Oregon as saying:


"Hi Sharon,


I want to thank you so much for drawing my card for the nice briefcase. That really brightened my day! I have had some really rough times lately with caring for my mother who has been ill for the past 2 years and then my husband being in the hospital since Feb 2 and getting out tomorrow. With that and work I have definitely had a full plate!


I really enjoyed the class today. I went into it knowing nothing at all about Reverse Mortgages. It was very interesting and I gained a lot of knowledge which I will use. I will highly recommend this class to others I know when I see it posted again. I look forward to your updates!


Thanks Again!



Desiree' Streeter

Real Estate Broker



If you would like more informaiton as to how I can bring this to your Association or Office please do not hesitate to contact me.  For more general information please visit my website or call me direct at 541-891-5706 (cell)  503-534-3546 (office).  I look forward to serving your needs.


Sharon Falvey

NMLS# 582985

Vice President, Northwest Sales

Home Equity Specialist



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My blog is a personal expression of my own thoughts, and opinions and does not necessarily reflect the thoughts and opinions of Security One Lending

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