In the News

Title

Advisor Fine Sheds Light on Roadblock to Recommending HECMs

Document Type

Article

Publication Date

4-23-2018

Abstract

Recently, a LinkedIn post relayed a story about a financial advisor who was fined by his company’s compliance department for recommending a reverse mortgage.

Although he wasn’t named in the post, the story was about Zack Alkhamis, a financial advisor with Retirement Wealth Management Group, who has been helping clients manage their finances for 28 years in Kalamazoo, Mich.

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