Food For Thought: Why October Is A Key Month For Reverse Mortgage Conversations
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Food For Thought: Why October Is A Key Month For Reverse Mortgage Conversations
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October brings a unique convergence of retirement decisions: Social Security adjustments, Medicare open enrollment, insurance renewals, property taxes and rising seasonal expenses.
For many older homeowners, it’s the time of year when one question becomes increasingly important: “Am I going to be okay next year?”
In this edition of Food for Thought, Lisa Moriello, CRMP, National Retail Reverse Sales Manager at loanDepot, explains why reverse mortgage professionals should be paying particular attention to October.
Lisa shares three practical ways originators can add value right now — reconnecting with clients before they call, building relationships with Medicare agents, and helping bring home equity into the broader retirement-income conversation.
As Lisa puts it: “You’re not the loan officer calling to sell. You’re the professional who knew what month it was.”
Watch the full episode for Lisa’s practical approach to making October count.
Read the full article: https://hecmworld.com/2026/10/07/food-for-thought-october-retirement-planning-reverse-mortgage/
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