The Tao of Open shares the corporate culture of Open Mortgage, and gives a snapshot of some of
our people. We trademarked the phrase “Where better is possible” because of our core belief that
we should all be on a journey of self improvement. We can do better for our customers, be better
for our partners and coworkers, and be better for ourselves. Our goal for this book is to share
who we are, and what we believe in at Open Mortgage. Hopefully, it will help us attract
like-minded people who thrive on sharing great attitudes and experiences with our customers, and
“The question is how do you help employees become happy? We believe that employees are happiest
when they are working somewhere that has the same values they have; a place where they can make
the kind of difference in the world they would like to make. They are happy when they can see
that others around them are working for a common goal.”
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Rules have changed, don’t buy a book on reverse mortgage published before October 2015! Financial
Assessment is covered here. This book covers the basics to advanced topics on reverse mortgage
and retirement finance. Starting with the history of reverse mortgage up to current practices.
Learn what it takes to qualify, how this loan works, if the loan is for you, and how to step
through the whole process. We cover the life of the loan and how it is ultimately discharged.
We also look at advanced strategies now being used by financial advisors to extend and improve
your retirement finances! HUD guidelines changed at the end of 2013, 2014, and again in 2015,
so be sure your information is up to date!
“Reverse mortgages were once considered a last resort, helping seniors who were completely out
of cash, but had home equity. These days, there are a number of advanced strategies where
reverse mortgages are also being used by seniors with income and other assets, to extend the
life of their retirement funds, or optimize other returns.”
Things to know about Reverse Mortgages:
Let’s get started.