Dirk Pierce

Home Equity Retirement Loan Specialist
NMLS# 582984

Lifestyle Home Loan | Realtor Certification Course

Tue, Feb 21, 2023 05:00 PM - Tue, Feb 21, 2023 07:00 PM


Learn how you can sell more homes by offering the Lifestyle Home Loan to your clients 62+. Imagine showing someone how to purchase their Dream Home with as little as 50-60% down and never having to pay a monthly mortgage payment! You will learn: • A hidden opportunity most real estate professionals are missing and what it means to you, your clients and your business • How to sell more homes and dramatically increase your commission • 10 things you should know about the Lifestyle Home Loan • Why traditional financing or paying cash may sabotage your client’s retirement • 16+ Frequently Asked Questions • How to create a competitive advantage over other real estate professionals that boomers see immediately • Why 52 million boomers aren’t using your services and how to change their mind

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Lifestyle Home Loan | Realtor Certification Course

Wed, Jan 25, 2023 04:00 PM - Wed, Jan 25, 2023 06:00 PM


Learn how you can sell more homes by offering the Lifestyle Home Loan to your clients 62+. Imagine showing someone how to purchase their Dream Home with as little as 50-60% down and never having to pay a monthly mortgage payment! You will learn: • A hidden opportunity most real estate professionals are missing and what it means to you, your clients and your business • How to sell more homes and dramatically increase your commission • 10 things you should know about the Lifestyle Home Loan • Why traditional financing or paying cash may sabotage your client’s retirement • 16+ Frequently Asked Questions • How to create a competitive advantage over other real estate professionals that boomers see immediately • Why 52 million boomers aren’t using your services and how to change their mind

Register Here

How to Grow Your Business with One of the Fastest Growing Home Buyer Segments... The Last Time Home Buyer

Thu, Jan 19, 2023 07:00 PM - Thu, Jan 19, 2023 08:00 PM


What you’ll learn: 1. How can I work with more baby boomers? 2. Why are so many baby boomers moving? 3. Why cash isn’t always king for baby boomers. 4. How to increase your sales in the baby boomer segment by capturing lost opportunity cash buyers. Presented by Ann Marie Stemen, Platinum President's Club Loan Originator for Mutual of Omaha Mortgage.

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Navigating the Critical Ages of Retirement Income Planning | Presented by Heather Schreiber

Wed, Jan 18, 2023 07:00 PM - Wed, Jan 18, 2023 08:00 PM


As people transition through their working years into retirement, identifying key planning ages along the way can be difficult for even the most well-intentioned planners. Missing opportunities to save more or to leverage little-known strategies can make the difference in setting the stage for a purposeful retirement, rather than a reactive one. The risks many retirees face is many – from longer life expectancies, dwindling pensions, rising healthcare costs to concerns over Social Security trust funds continued insolvency on the horizon. It pays for those approaching retirement to sit squarely in the driver’s seat equipped to take charge of their road to retirement. Help your clients identify potential roadblocks and leverage opportunities along the path to an empowered retirement. In this course, you will:  Understand why age 50 isn’t just for catching up  Learn about one of the most overlooked early withdrawal strategies financial professionals miss  Uncover a whole new way to define your home as part of your portfolio of wealth  Discover why age 63 is so important for many Medicare enrollees worried about tax diversification  Learn why 70 ½ is the age of the QCD Pivot  Engage your clients ages 50+ in new and meaningful ways Heather Schreiber, RICP®, NSSA®, has a passion for consumer advocacy that is contagious. She has made it her mission to educate financial, legal, and tax professionals, as well as the consumers they serve, so they can more effectively navigate the waters of retirement with confidence. Celebrating her 28th year in the financial services industry, Heather believes that knowledge is the key to a successful and empowered retirement. Heather owns a boutique consulting firm, HLS Retirement Consulting, LLC in Woodstock, Georgia. She is an established author on Social Security and other retirement income-related topics and has been published in USA Today, Think Advisor, The Street, Investor’s Business Daily, Ed Slott’s IRA Advisor, and other financial publications.

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How to Navigate the Coop

Fri, Jan 6, 2023 04:00 PM - Fri, Jan 6, 2023 04:30 PM


Lifestyle Home Loan | Realtor Certification Course

Wed, Dec 21, 2022 04:00 PM - Wed, Dec 21, 2022 06:00 PM


Learn how you can sell more homes by offering the Lifestyle Home Loan to your clients 62+. Imagine showing someone how to purchase their Dream Home with as little as 50-60% down and never having to pay a monthly mortgage payment! You will learn: • A hidden opportunity most real estate professionals are missing and what it means to you, your clients and your business • How to sell more homes and dramatically increase your commission • 10 things you should know about the Lifestyle Home Loan • Why traditional financing or paying cash may sabotage your client’s retirement • 16+ Frequently Asked Questions • How to create a competitive advantage over other real estate professionals that boomers see immediately • Why 52 million boomers aren’t using your services and how to change their mind

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Social Security Considerations in Estate Planning | Presented by Steve Parrish

Wed, Dec 7, 2022 07:00 PM - Wed, Dec 7, 2022 08:00 PM


Clients trying to arrange their retirement and estate plans in advance need help understanding how to maximize Social Security for both them and their families. Should they take Social Security while the taking is good, or wait as long as possible to get a higher benefit? This webinar looks at Social Security as both a retirement and death benefit, addresses filing strategies, and offers practical considerations for building this key benefit into an estate plan. Attendees will learn how to: * Understand why Social Security is an estate planning issue in terms dealing with diminished capacity, death benefit planning, and tax considerations * Learn new research on the reliability of Social Security, socioeconomic considerations (particularly for women), and the advantages of delayed claiming * Address how to factor these issues into working with clients (file now or later?, appoint a Representative Payee?, how to integrate into the overall estate plan?, etc.) About the Speaker: Steve Parrish is the Co-Director of the Center for Retirement Income at The American College of Financial Services, where he also serves as an Adjunct Professor of Advanced Planning. He is also an Adjunct Professor of Estate Planning at Drake University Law School. With over 40 years experience as an attorney and financial planner, Parrish frequently addresses the financial challenges of individuals, business owners and executives nationwide. Steve Parrish is an expert on retirement, estate, and business owner succession planning. He is a recognized industry authority, spokesperson and author serving as an ongoing columnist for Forbes.com.

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Lifestyle Home Loan | Realtor Certification Course

Wed, Nov 16, 2022 04:00 PM - Wed, Nov 16, 2022 06:00 PM


Learn how you can sell more homes by offering the Lifestyle Home Loan to your clients 62+. Imagine showing someone how to purchase their Dream Home with as little as 50-60% down and never having to pay a monthly mortgage payment! You will learn: • A hidden opportunity most real estate professionals are missing and what it means to you, your clients and your business • How to sell more homes and dramatically increase your commission • 10 things you should know about the Lifestyle Home Loan • Why traditional financing or paying cash may sabotage your client’s retirement • 16+ Frequently Asked Questions • How to create a competitive advantage over other real estate professionals that boomers see immediately • Why 52 million boomers aren’t using your services and how to change their mind

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Thrive in 2022 and Beyond!

Tue, Nov 15, 2022 06:01 PM - Tue, Nov 15, 2022 07:00 PM


Mutual of Omaha Reverse Mortgage presents a Town Hall tour of our unique Loan Officer Ecosystem... Join us anonymously* to find out how to: • Capture Today’s Unprecedented Market Opportunity • Leverage an Iconic Brand to Re-Ignite Your Referral Base • Systematize Scalability with Industry Best Turn Times • Receive Unprecedented Number of High Quality proprietary Live Lead Transfers We hope to see you there! *Names of webinar attendees will NOT be visible in the GoToWebinar Control Panel “Attendees List”. Attendees will only see the names of the Panelists.

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Lifestyle Home Loan | Realtor Certification Course

Thu, Oct 27, 2022 04:00 PM - Thu, Oct 27, 2022 06:00 PM


Learn how you can sell more homes by offering the Lifestyle Home Loan to your clients 62+. Imagine showing someone how to purchase their Dream Home with as little as 50-60% down and never having to pay a monthly mortgage payment! You will learn: • A hidden opportunity most real estate professionals are missing and what it means to you, your clients and your business • How to sell more homes and dramatically increase your commission • 10 things you should know about the Lifestyle Home Loan • Why traditional financing or paying cash may sabotage your client’s retirement • 16+ Frequently Asked Questions • How to create a competitive advantage over other real estate professionals that boomers see immediately • Why 52 million boomers aren’t using your services and how to change their mind

Register Here

Rethinking Monte Carlo Results for Better Client Conversations - with Derek Tharp

Wed, Oct 19, 2022 05:00 PM - Wed, Oct 19, 2022 06:00 PM


Presenter: Derek T. Tharp is a lead researcher at Kitces.com and an assistant professor of finance at the University of Southern Maine. Derek is also the founder of Conscious Capital, a financial planning firm located in Portland, Maine. Derek earned his Ph.D. in personal financial planning at Kansas State University. In addition to writing at Kitces.com, Derek regularly contributes to the wealth management section of the Wall Street Journal’s Experts Blog. His research has been published in academic journals such as the Journal of Retirement and Journal of Personal Finance. Session Description: The Monte Carlo analysis is a great financial planning tool, but it is not without its drawbacks. For instance, it is uni-dimensional, focusing only on the probability of success. And certainly, success is good, but the Monte Carlo does not ensure success nor does it tell a client what to do when the plan is no longer successful, which is the larger issue. Join us for this month’s webinar and learn how to adapt the Monte Carlo analysis, making it more useful and tangible for clients. Advisors will learn practical conversation tips and approaches for working with clients and begin to think about the Monte Carlo analysis in a new light. Learning Objectives: LO #1: Examine ideal triggers for adjusting client spending. LO #2: Understand the influence of abstraction and why it matters to Monte Carlo analysis. LO #3: Examine the dimensions (or lack thereof) of Monte Carlo analysis. LO #4: Review how and examine how to best present results to clients. LO #5: Understand how the ‘guardrails’ approach can be applied to Monte Carlo analysis and the tips for relaying that information to clients.

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Lawyer's Guide to Today's Modern Reverse Mortgage

Thu, Oct 20, 2022 04:00 PM - Thu, Oct 20, 2022 05:00 PM


New Regulations That Make This Special Financing Resource for Attorneys More Relevant for Assisting Senior Clients... During this session, you will learn how to recognize those instances when the reverse mortgage program can be implemented as a solution for struggling seniors who: * Are Under Conservatorship * Hold Life Estate * Have a Durable Power of Attorney * Hold Their Property in a Trust * Need to Buy Out a Spouse in a Divorce Action * Want Buy Out a Devisee in a Property Inheritance Many Attorneys are unaware of the flexibilities of the reverse mortgage program as it relates to special title vesting and agent representation, to name a few. This webinar is certain to inform many about arrangements not commonly known or understood about the modern reverse mortgage. About the Speakers: * Shelley Giordano is Director of Enterprise Integration at Mutual of Omaha, and the founder of the Academy for Home Equity in Financial Planning at the University of Illinois, Urbana-Champaign. * Joe Ferraro is the VP and Northeast Regional Sales Leader of Mutual of Omaha Reverse Mortgage, and a 30 year veteran of the mortgage industry. He has worked closely with attorneys of all specialties throughout the years.

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Recording Session | Lawyer Specific Reverse Mortgage Webinar

Thu, Oct 13, 2022 04:00 PM - Thu, Oct 13, 2022 05:00 PM


Recording Session - Shelley and Joe Blitz Day Webinar

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Lifestyle Home Loan | Realtor Certification Course

Tue, Aug 30, 2022 05:00 PM - Tue, Aug 30, 2022 06:00 PM


Learn how you can sell more homes by offering the Lifestyle Home Loan to your clients 62+. Imagine showing someone how to purchase their Dream Home with as little as 50-60% down and never having to pay a monthly mortgage payment! You will learn: • A hidden opportunity most real estate professionals are missing and what it means to you, your clients and your business • How to sell more homes and dramatically increase your commission • 10 things you should know about the Lifestyle Home Loan • Why traditional financing or paying cash may sabotage your client’s retirement • 16+ Frequently Asked Questions • How to create a competitive advantage over other real estate professionals that boomers see immediately • Why 52 million boomers aren’t using your services and how to change their mind

Register Here

Coop Navigation - with Tammy and Nicole

Wed, Aug 24, 2022 03:00 PM - Wed, Aug 24, 2022 03:30 PM


NEW HomeSafe JUMBO Training | with Tammy Johnson

Thu, Aug 11, 2022 03:00 PM - Thu, Aug 11, 2022 03:30 PM


Attorney Blitz Day - Webinar Placeholder

Fri, Sep 9, 2022 05:00 PM - Fri, Sep 9, 2022 06:00 PM


Description TBD

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Five Common Medicare Mistakes That Are Jeopardizing Your Client's Health Care Options and Retirement Savings | with Emily Gang

Wed, Aug 17, 2022 06:00 PM - Wed, Aug 17, 2022 07:00 PM


Many people make the wrong Medicare decision which doesn’t allow them to see their preferred doctor or costs them too much money. Both issues can result in larger out-of-pocket medical costs which can make them more quickly go through their savings and destroy their retirement plan. This session will expose some current issues in Medicare and solutions available to protect your clients. Advisors can help clients navigate this complicated decision by: 1. Understanding how income levels impact what a person pays for Medicare and how your recommendations can take this into account. 2. Learning the six important Medicare questions you must ask your client at age 64 to set them up for Medicare success 3. Understanding that the most important thing you can do for your clients already on Medicare is to help them save money and protect their healthcare options. About the Speaker - Emily Gang: Emily Gang is the owner of the Medicare Coach, and over the past four years she has changed the way people make their Medicare decision. She has helped thousands of people navigate Medicare rules and insurance company confusion to help them make their right Medicare decision to protect their healthcare rights and retirement savings. Emily has combined her seven-year experience managing risk for Goldman Sachs with her passion for helping people to revolutionize the way people make a Medicare decision to help save time and money. What retirement professionals say about Emily Gang... • “Emily Gang was one of the best, most fluid, prepared presenters I have ever heard. Wow!” • “Excellent discussion on the differences between advantage and Medigap.” • “This is a very complicated topic with lots of choices so this was helpful about how to narrow things down. Thank you, Emily.

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How to Grow Your Business with One of the Fastest Growing Home Buyer Segments... The Last Time Home Buyer

Thu, Nov 17, 2022 07:00 PM - Thu, Nov 17, 2022 08:00 PM


What you’ll learn: 1. How can I work with more baby boomers? 2. Why are so many baby boomers moving? 3. Why cash isn’t always king for baby boomers. 4. How to increase your sales in the baby boomer segment by capturing lost opportunity cash buyers. Presented by Ann Marie Stemen, Platinum President's Club Loan Originator for Mutual of Omaha Mortgage.

Register Here

How to Grow Your Business with One of the Fastest Growing Home Buyer Segments... The Last Time Home Buyer

Thu, Oct 20, 2022 06:10 PM - Thu, Oct 20, 2022 07:10 PM


What you’ll learn: 1. How can I work with more baby boomers? 2. Why are so many baby boomers moving? 3. Why cash isn’t always king for baby boomers. 4. How to increase your sales in the baby boomer segment by capturing lost opportunity cash buyers. Presented by Ann Marie Stemen, Platinum President's Club Loan Originator for Mutual of Omaha Mortgage.

Register Here

How to Grow Your Business with One of the Fastest Growing Home Buyer Segments... The Last Time Home Buyer

Thu, Sep 15, 2022 06:00 PM - Thu, Sep 15, 2022 07:00 PM


What you’ll learn: 1. How can I work with more baby boomers? 2. Why are so many baby boomers moving? 3. Why cash isn’t always king for baby boomers. 4. How to increase your sales in the baby boomer segment by capturing lost opportunity cash buyers. Presented by Ann Marie Stemen, Platinum President's Club Loan Originator for Mutual of Omaha Mortgage.

Register Here

How to Grow Your Business with One of the Fastest Growing Home Buyer Segments... The Last Time Home Buyer

Thu, Aug 18, 2022 06:00 PM - Thu, Aug 18, 2022 07:00 PM


What you’ll learn: 1. How can I work with more baby boomers? 2. Why are so many baby boomers moving? 3. Why cash isn’t always king for baby boomers. 4. How to increase your sales in the baby boomer segment by capturing lost opportunity cash buyers. Presented by Ann Marie Stemen, Platinum President's Club Loan Originator for Mutual of Omaha Mortgage.

Register Here