Jason Howze, CRMS, MBA

Certified Financial Planners/Advisors: Next Free webinar of the Series will be on June 6th. 2024 at 2:00 p.m. EST: “Preparing for the Rebound – A New Discovery in Risk Reduction”. We are offering several webinars on how to apply Reverse Mortgages and "sequence of returns" in your clients’ portfolios; a great way to diminish loses and grow their investments. After the webinar, 1 credit will be applied towards your CE. Please, contact me via LinkedIn, by email at cwilliams@statecapitalgroupcorp.com or by phone (914) 393-9600 to register and/or to find out for more information. The combination of rising inflation and volatile investment markets, has many financial advisors considering home equity to help safeguard and improve retirement outcomes. Often serving as a client’s largest asset, strategically accessing home equity with a reverse mortgage may: • Manage long-term care risks.  • Bridge gaps to maximize social security.  • Eliminate a mortgage payment.  • Fund legacy strategies and more.  • Long-term care planning, paying taxes on Roth Conversions, cash flow management. • Strategically utilize home equity. • Learn the reverse mortgage cost, borrower eligibility, requirements and consumer protection. In this webinar for Financial Advisors, you will learn how a reverse mortgage works, and how to incorporate it into your planning practice. Presented by Phil Walker, Vice President of the Retirement Strategies Division at HighTech Lending, Inc.  This class is eligible for 1 CFP CE credit. #seniorcitizen #seniorservices #seniors #reversemortgage #reversemortgages #reverseretirement #financialfreedom #financialadvisor #financialplanning #financialindependence #financialadvisor #financialplanner #elderlaw #divorceattorney #willsandtrusts #realestate #realestateplanning #relocation #homedownsize #homeownership

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Ultimate Guide to Cross-Selling in the Lending Process - Enhance your credit union's lending process by utilizing cross-selling techniques. Identify opportunities, overcome challenges, and boost revenue. https://hubs.ly/Q02t2syh0

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Financing a modular home project doesn't have to be complicated. We offer a range of loan products, including Veteran Affair loans, Federal Housing Administration loans, and Conventional lending options, to fit the unique needs of the modular industry. Our experienced team is dedicated to making the financing process as smooth as your modular home build. Contact us to discuss how we can help you bring your modular home vision to life! Down payment assistance requirements are based on the mortgage insurer or guarantor’s guidelines. Borrower may fund down payment and closing costs. Down Payment Assistance Program, which assist eligible homebuyers with purchasing a home. Down payment assistance programs are not eligible for all potential homebuyers. #HomeFinancing #ModularHomes #ConstructionFinancing

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We know that saving for a mortgage down payment can be challenging. That’s why we are excited to be a participating lender for the Federal Home Loan Bank of Boston’s homeownership assistance programs, Equity Builder Program (EBP) and Housing Our Workforce (HOW). Both programs provide down payment and closing cost assistance to qualifying first-time homebuyers in CT, MA, ME, NH, RI, and VT. ► The Equity Builder Program (EBP) offers up to $29,000 in assistance for eligible homebuyers. ► Housing Our Workforce (HOW) offers up 10% of the sales price or up to $25,000 (lesser of the two) in assistance for eligible homebuyers. Grant funds are limited and available on a first-come, first-served basis. Program restrictions apply and all loans are subject to approval. Contact me to learn more and to see if you may qualify! #CitizensColleague #Housing #Mortgage #HomeLending #Homebuying #NewEngland

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Maximize Your Average Member Relationship With 3 Core-Driven Solutions - Discover how to boost your credit union's success with strategies to improve the Average Member Relationship by leveraging core technology. https://hubs.ly/Q02CKttV0

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Read this story, which also has a video, about the latest trends in new build homes.

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Ready to make a splash this summer? List & Lock™ can help you sell faster without lifting a finger. Plus, with our new List & Lock & Save program, you can save up to $5,000 in closing costs when you finance your next home purchase with CMG. Ask me how our List & Lock advantage can help you dive into savings!

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As revealed in our Voice of the Customer survey, 26% of Live Oak’s loan customers plan to transition ownership within the next five years. Customers are less likely to sell to a third party and more likely to sell to employees or independent sponsors. Learn more here: https://buff.ly/3Q4UWu6 Member FDIC. #smallbusiness #mergersandaquisitions

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