synergy one lending inc dba retirement funding solutions

Longevity View has been engaged to collaborate with the sales force and marketing arm of RFS to create a “learning community,” the result of which RFS says will differentiate its originators by giving them the proficiency in both product knowledge and relationship sales theory to earn them the trust, and resulting referrals, from the financial service providers in their local markets. “Until recently, Shelley has been focused almost entirely on the HECM product as a viable retirement solution for the mass affluent.”

“Shelley has distinguished herself as the preeminent thought leader as it relates to equity wealth and other leading retirement topics,” said Larsen, who formerly headed Security One Lending, in a written statement. On the heels of a new hire at the executive level yesterday, Retirement Funding Solutions (RFS) is targeting further growth in the training arena through a new deal with Longevity View, LLC, a consulting firm owned by reverse mortgage industry veteran Shelley Giordano.Īs part of the exclusive agreement announced Tuesday, Giordano will provide comprehensive educational training, sales, coaching and mentoring services to support originators at RFS, the reverse mortgage division of Synergy One Lending led by Torrey Larsen.

Synergy one lending inc dba retirement funding solutions