The Loan Atlas

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ATLAS iNSIGHT

Ep. 11 | HECM: The Mortgage that will CHANGE your Life with Trevor Carlson

IN THIS EPISODE, Tim sits down with Trevor Carlson, owner of Heritage Reverse Mortgage, one of the country’s top ten Reverse Mortgage Specialists. Tim and Trevor examine the power of this versatile loan program and how he’s using it to help just under 400 seniors a year achieve financial freedom.

YOU WILL LEARN ABOUT

  • The tremendous opportunity that exists in Reverse Mortgages & WHY
  • Why longevity increasing and inflation are biting into seniors’ retirement.
  • How reverse mortgages work for seniors
  • How to explain the program clearly to seniors, their families, and financial planners
  • How to market reverse mortgages to generate business
  • How to have a sense of purpose by helping people in need.

WHO IS TREVOR CARLSON

Trevor is the President of Heritage Reverse Mortgage and lives with his family in St George, Utah. Trevor’s primary focus and expertise is with HECM Reverse Mortgages, and he consistently ranks as a top 10 Reverse Mortgage Originator in the US.  Trevor’s mission is to be the Premier Reverse Mortgage Specialist in Southern Utah and throughout the country. He is driven by a desire to make life better for everyone he touches and loves, using Reverse Mortgages as a tool to accomplish that.

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