About

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Dan Turner is studying to be a Retirement Income Certified Planner (RICP) with the American College (Class of 2021) and is deeply committed to providing Financial Planners the combination of program knowledge, practical experience, and the wisdom that comes from his additional 33 years as a financial advisor and AUM broker.

He doesn't seek to "educate" Planners or Clients, but rather to relate directly as a "bridge" between Client problems and solutions that can be obtained from the use of the FHA HECM HELOC program. As a member of your Advisory team, he will work with you one-on-one to ensure that your Clients get the financial solution that is tailored specifically to meet their needs (not just "today") but for the rest of your Client's lives, and can be changed later with a mere phone call.

Many times, Planners are reluctant to work with mortgage people in financial planning because it takes too much time to get them to understand what needs to be done, and explain it to Clients AND the loan officer. That is where Dan is very different. Upon your contact he will listen to your description of the Client issues and circumstances, and (due to his financial planning background) quickly grasp what you're trying to accomplish. He will also trouble shoot with you to

1. Identify future exposures and issues that may arise, and

2. Structure the reverse in such a way as to solve those circumstances also.

Dan's ultimate goal is to create lasting relationships with selected Retirement Planners and each client through the Planner that allows the Planner to be the "concert conductor" while Dan fills in the use of home equity solutions.

Unlike many of the Mortgage officers that are out there, Dan recognizes the Planning process and (as a retired Series #7 Broker) has actually "laddered" bonds. He understands compliance from (both) the planning and the mortgage sides. He has recommended investments and placed utterly millions of dollars in Life and Annuities. He has paid countless death claims. He has worked with Estate Planners and has a very deep understanding of the mechanics and uses of the Revocable and Irrevocable trusts and other similar legal devices. Due to his education, training, and experience, he has a deep understanding of Eldercare, Medicaid, and Estate Planning issues. He sees (as you do) the substantial ratio of home equity to retirement savings is typically 3:1 and higher which makes including Home Equity planning an imperative to Client prosperity and success. Dan will also convince you the importance of establishing Equity Release in a retirement plan occurs at the beginning of the Retirement planning process and not after all your best planning efforts have failed.

With all of the uncertainty and difficulties in strategic retirement planning today, it's comforting to know the FHA Reverse HELOC guarantees access to equity regardless of property values making the it  one of the most stable and dependable sources of cash flow in financial retirement planning. Nothing else you have in your product portfolio can do as much for your Client's safety and financial well being as this equity release plan.

To speak directly with Dan, simply call anytime 808-464-5292 (HST), or email him directly at dturner@GenevaFi.com Call him TODAY.