At Longbridge Financial, LLC, we stay on top of all the latest news
and industry updates so you don’t have to.
The Home Equity Advisor
How Much Do You Really Know About Reverse Mortgages?
Take the Reverse Mortgage Quiz written by the well-known thought leader in retirement income planning, Jamie Hopkins Esq., CFP, RICP, Professor of Retirement Income Planning. Click here to test your knowledge.

Need to brush up on the HECM basics? Or are you ready to take the next step for a more advanced lesson? We have you covered. We offer a two-part HECM advisor series that features in-depth scenarios on how the reverse mortgage program works, and how to incorporate HECMs into your practice. Register for a webinar to learn more.
A Thank You to Our Veterans
In honor of Independence Day, we are offering a special military discount for all veterans on a HECM from Longbridge Financial. This discount is on top of our special pricing available to your clients as a member of our HECM Advisor Network. Contact us to learn more.

To all the veterans who have answered when our nation called – thank you for your service.

Interested to see how much your clients' can save? Call us today at 855-246-1675

Now Offering Onsite Educational Seminars
We'd love to participate in your next Lunch N' Learn! If you’re ready to consider new ways to grow your business by incorporating reverse mortgages into your practice, we offer on-site educational presentations for your firm . We are happy to show you what we can do for you!

How We Help:

  • Education & Support  – We are a trusted resource to advisors nationwide providing in-depth presentations, the same ones approved by organizations like FPA, NAPFA, and Investment News.
  • Consultative Approach – We will work with you in-person and can put together custom client scenarios for you on-the-spot. 
  • Compliance – We can help you better understand compliance and regulatory concerns in California and nationally. 
  • No Cost, No Obligation – You provide the meeting room, we’ll provide the education. 

Give us a call at  855-246-1765  or  send us an email  to learn more.
COMPLIANCE CORNER

At Longbridge, advisors like you are important to us, so we make sure compliance is always top-of-mind.

Did you know that when presenting the reverse mortgage program to your client, any specific product-related recommendations require a mortgage license?  

This means one of our reverse mortgage specialists should be a part of the conversation. Telling a client which type of payment option they should choose or whether they should select a fixed or adjustable rate product are just two examples of conversations that need a specialist.  Sound complicated? It’s doesn’t have to be –Longbridge makes it easy, and we are just a phone call away.  We will work with your clients on all the loan details so you don’t need to become a reverse mortgage expert . You introduce the concept and we’ll take care of the rest. Give us a call at  855-246-1765 , send us an email and visit our website for more information.