Rachel Gustafson, initially skeptical about reverse mortgages due to her mentor's opposition, actively pursued knowledge about them through networking and education. She began to see the value in reverse mortgages for specific clients after engaging with specialists and learning about regulatory changes and consumer protections. Gustafson now recommends reverse mortgages when appropriate, drawing confidence from real success stories and discussions with fellow advisers who have successfully utilized the product. Her proactive approach illustrates the importance of understanding financial products in the evolving landscape of retirement planning.
Today, she does recommend reverse mortgages for clients when she thinks they can be an appropriate fit in specific situations.
After learning more about them from some friends who were reverse mortgage specialists, she decided to take the initiative to learn more about a product she had been dismissing out of hand.
Having some real success stories shared with her increased her confidence in recommending the product.
Talking to other advisers who were actually using it and showing that it was successful helped push me into learning more about the space.
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