Dan’s Books

Easily learn the key concepts of reverse mortgages.

About Dan Hultquist

I have been a leading reverse mortgage industry educator, writer, and advocate for over 20 years. My passion ishelping others develop a better understanding of reverse mortgages and their strategic uses in retirement.

Because the reverse mortgage industry changes over time, I re-release my books annually so that they are always up to date.

I am a Penn State grduate and obtained an MBA from Kennesaw State University.

Understanding Reverse

I originally authored this book out of frustration. I needed to address the persistent issue that reverse mortgages are not well understood. Since then, Understanding Reverse has been updated annually to address the most common reverse mortgage questions in the general order in which they are asked.

Even today, few understand how a reverse mortgage can be utilized to improve their retirement. This additional frustration is what compelled Jeff and me to create REVERSE plus. We believe that homeowners and loan originators should be able to understand the reverse mortgage using sales tools that tell the right story.

I encourage you to listen to a chapter and see if it resonates with your learning style. I also recommend that you read the book prior to completing the FUNDAMENTALS course offered in REVERSE plus ACCELERATOR.

My sincere hope is that you find this book helpful and that the true power of this great program will be revealed to you.

Dan

Navigating Reverse

More issues arise during the servicing of a reverse mortgage than with the origination of the loan. Sadly, most of those challenges could’ve been avoided with proper education. It is with that mindset that I wrote Navigating Reverse—to address questions that arise after closing a reverse mortgage.

This book answers questions like, can I take extended travel while I have a reverse mortgage? Are property tax deferrals permitted? What are some of the financial planning advantages? Should I draw from my retirement savings or from my line of credit? If I’m a surviving non-borrowing spouse, will I be able to remain in my home?

You can see why Navigating Reverse is often given as a gift to reverse mortgage borrowers, their spouses, heirs, and/or trusted advisors. For those with a reverse mortgage or those who are working with someone who does, this is an indispensable resource.

Feel free to listen to a chapter prior to purchasing this book and then consider offering this resource at your next reverse mortgage loan closing.

Dan