Shelley is the author of “What’s the Deal with Reverse Mortgages?” (2nd Edition, Rethink Press, 2019), the first book to analyze the role of the housing asset in retirement income planning. In 2012 Shelley co-founded, with Torrey Larsen President of Mutual of Omaha Mortgage, the Funding Longevity Task Force, now known as the Academy of Home Equity in Financial Planning at the University of Illinois. Shelley co-chaired the Housing Wealth in Retirement Symposium in Washington DC, the first event to draw on the combined expertise of HECM industry leaders, NGOs, regulatory agencies, financial services professionals, and academicians. She directs Enterprise Integration at Mutual of Omaha Mortgage.
At Mutual of Omaha, Shelley mentors an elite group of loan officers whose focus is on helping the financial planning community integrate the housing asset into the retirement planning process. In addition, Shelley is tasked with incorporating reverse mortgage resources into the advisory arm of Mutual of Omaha. She is the author of a Continuing Education course for financial professionals for the International Retirement Resource Center. Shelley frequently speaks at industry events, financial services conferences and virtual events such as ABA, FPA, NAIFA, WIFS,NAHB, and NRMLA. She participates often on radio and television broadcasts. Shelley has been published in Benefits Magazine, The RMA Journal, The Retirement Income Journal, and The Society of Actuaries as well as interviewed by publications such as the Wall Street Journal, Kiplinger, and Forbes.
Common Examples of What a HECM Can Help You Do
- Purchase a new home to fit your lifestyle needs
- Reduce monthly expenses by paying off existing mortgage
- Enhance your cash flow
- Create an emergency fund
- Fund for home repairs or upgrades
- Fund the expense for caregivers, live-in nurses, or other in-home care
- Protect your retirement portfolio
- Reduce monthly expenses by paying debt
- Incorporate housing wealth into your retirement plan
- Increase cash to help ensure monthly bills are paid
- Reduce the burden of out-of-pocket healthcare costs
- Have the cash for a large expense, such as a vacation or vehicle