Books

Understanding Reverse

Understanding Reverse cuts through decades of confusion and fear surrounding reverse mortgages and replaces them with simple explanations. Written in a clear Q&A format, the book explains how reverse mortgages really work and how they can be used not just for emergencies, but as a smart retirement planning tool. Readers learn how home equity can become a growing line of credit, a source of tax-efficient cash flow, and a buffer against market risk. Whether you’re a homeowner, advisor, or mortgage professional, this book reveals the true power of reverse mortgages without hype, pressure, or complex terminology.

Understanding Reverse – Available at Amazon.com and in bulk here

Navigating Reverse

Navigating Reverse is the essential companion for anyone who already has a reverse mortgage, or may one day inherit a home secured by one. While many books explain how to get one, this guide focuses on what happens after closing, when real-life questions and risks emerge. Written in a clear, one-question-per-page format, it demystifies loan statements, line-of-credit growth, rate changes, borrower obligations, and what heirs must do after the death of a loved one. Backed by regulatory sources and servicing expertise, this book is a guide homeowners and their trusted advisors can’t afford to do without.

Navigating Reverse – Available at Amazon.com and in bulk here

“Dan Hultquist has created excellent resources for those
seeking an unbiased view about how reverse mortgages work
and the role they can play within a well-coordinated financial
plan. By organizing his discussion as a series of questions and
answers and citing relevant program rules, readers are able to
better understand the details and work through the available
options for this important retirement planning tool.”

Wade Pfau, Director of Retirement Research
McLean Asset Management
Author of the Retirement Planning Guidebook

 

Understanding Reverse - 2019
2021-12-09T01:05:11-05:00

Wade Pfau, Director of Retirement Research
McLean Asset Management
Author of the Retirement Planning Guidebook

 

“Dan Hultquist has created excellent resources for those seeking an unbiased view about how reverse mortgages work and the role they can play within a well-coordinated financial plan. By organizing his discussion as a series of questions and answers and citing relevant program rules, readers are able to better understand the details and work through the available options for this important retirement planning tool.”

"Reverse mortgages are a powerful tool to unlock life goals and maximize retirement planning but until now, there has never been a book written to help borrowers, spouses, and heirs manage a reverse mortgage after loan closing. Navigating Reverse does just that, answering your common questions in an easy-to-read format. This book gives you a solid foundation for understanding this crucial aspect of the product, your rights, and your responsibilities."

John Lunde, Founder/President
Reverse Market Insight (RMI)

Understanding Reverse - 2019
2018-12-27T11:19:13-05:00

John Lunde, Founder/President
Reverse Market Insight (RMI)

"Reverse mortgages are a powerful tool to unlock life goals and maximize retirement planning but until now, there has never been a book written to help borrowers, spouses, and heirs manage a reverse mortgage after loan closing. Navigating Reverse does just that, answering your common questions in an easy-to-read format. This book gives you a solid foundation for understanding this crucial aspect of the product, your rights, and your responsibilities."

“When I began working as a reporter covering the reverse mortgage industry, I had a very specific need to absorb as much granular, accurate information as possible. Understanding Reverse was pivotal in expanding my understanding of the product then, and still stands as a vital reference guide years later. If you're looking for a book that accurately fulfills the promise of its title, this is it."

Chris Clow, Editor
Reverse Mortgage Daily

Understanding Reverse - 2019
2018-12-27T11:40:16-05:00

Chris Clow, Editor
Reverse Mortgage Daily

“When I began working as a reporter covering the reverse mortgage industry, I had a very specific need to absorb as much granular, accurate information as possible. Understanding Reverse was pivotal in expanding my understanding of the product then, and still stands as a vital reference guide years later. If you're looking for a book that accurately fulfills the promise of its title, this is it."

“Baby boomer retirees need to unlock the full potential of their home equity in retirement, and reverse mortgages can be that tool. In his books, Dan Hultquist expertly breaks down the functions and internal workings of reverse mortgages in a way that can help Americans properly utilize home equity to achieve more successful retirement outcomes.”

Jamie Hopkins, Director of Private Wealth Management
Bryn Mawr Trust

Understanding Reverse - 2019
2018-12-27T11:45:59-05:00

Jamie Hopkins, Director of Private Wealth Management
Bryn Mawr Trust

“Baby boomer retirees need to unlock the full potential of their home equity in retirement, and reverse mortgages can be that tool. In his books, Dan Hultquist expertly breaks down the functions and internal workings of reverse mortgages in a way that can help Americans properly utilize home equity to achieve more successful retirement outcomes.”

"Understanding Reverse is an indispensable tool for anyone in the reverse mortgage business or coming into the reverse mortgage industry. It is required reading for any new associate joining our law firm who will work on reverse mortgage issues. Dan’s understanding and commitment to the reverse mortgage industry is beyond compare!”

James M. Milano, LL.M, JD, Attorney at Law
McGlinchey Stafford, PLLC

Understanding Reverse - 2019
2018-12-27T11:14:33-05:00

James M. Milano, LL.M, JD, Attorney at Law
McGlinchey Stafford, PLLC

"Understanding Reverse is an indispensable tool for anyone in the reverse mortgage business or coming into the reverse mortgage industry. It is required reading for any new associate joining our law firm who will work on reverse mortgage issues. Dan’s understanding and commitment to the reverse mortgage industry is beyond compare!”

"A reverse mortgage is a valuable tool that can provide financial security to people who want to age in place in the comfort of their own home. The author clearly outlines the options, in plain language, available to borrowers and their heirs to resolve the loan when a maturity event occurs."

Gail M Balettie, SVP, Client Satisfaction
Celink

Understanding Reverse - 2019
2023-10-11T05:51:24-04:00

Gail M Balettie, SVP, Client Satisfaction
Celink

"A reverse mortgage is a valuable tool that can provide financial security to people who want to age in place in the comfort of their own home. The author clearly outlines the options, in plain language, available to borrowers and their heirs to resolve the loan when a maturity event occurs."

They say a lawyer is only as good as his facts and witnesses. Navigating Reverse is sure to give any practitioner a solid foundation for understanding how reverse mortgages work, and the benefits and responsibilities that come with them.

James M. Milano, LL.M, JD, Attorney at Law
McGlinchey Stafford, PLLC

Understanding Reverse - 2019
2023-10-11T05:57:43-04:00

James M. Milano, LL.M, JD, Attorney at Law
McGlinchey Stafford, PLLC

They say a lawyer is only as good as his facts and witnesses. Navigating Reverse is sure to give any practitioner a solid foundation for understanding how reverse mortgages work, and the benefits and responsibilities that come with them.
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Understanding Reverse - 2019

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