Most retired women are homeowners.
They can be more retirement secure and experience a better retirement outcome by using a reverse mortgage to monetize their home equity.
Shelley’s background in reverse mortgage lending is diverse and includes origination, sales management, and industry leadership. She read a very early article written by Barry Sacks, PhD, JD , in 2005, and since then has advocated for the protective power of housing wealth in the retirement distribution phase.
Shelley supports the conservative, proactive use of housing wealth. She also promotes responsible lending principles.
As head of Mutual of Omaha Mortgage’s Enterprise Integration and Founder of the Academy Home Equity Financial Planning University of Illinois, she strives for collaboration among thought leaders in academia, regulatory agencies and financial services firms that are investigating the proper role of housing wealth in retirement.
Shelley strives for the right of the American retiree to have access to accurate information on how reverse mortgage lending works, and how much it costs. Her years in the industry have proven that product innovation is not necessarily in the best long-term interests of the consumer or the taxpayer. Because the US Government is the ultimate backstop for the HECM, she does not support product innovation at the expense of the taxpayer. Most importantly, Shelley is devoted to helping retirees, especially Baby Boomers, understand that housing wealth may contribute to a financially secure retirement.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
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