Advisor Fine Sheds Light on Roadblock to Recommending HECMs
Jamie Patrick Hopkins
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.
Guerin, Jessica, "Advisor Fine Sheds Light on Roadblock to Recommending HECMs" (2018). In the News. 2777.