Mr. Frankel has been engaged in the Reverse Mortgage business since 2003, starting with Charter Funding in California, and continuing the business in the greater Portland Oregon region and joined with Security One lending in 2007 which was acquired by Reverse Mortgage Solutions. In December 2016 joined Retirement Funding Solutions. Prior activities were in the Insurance and Annuity business, where he founded Untied Economic Services Inc., a marketing company that is now owned by Metropolitan Life.
Mr. Frankel had also founded Syndicators Underwriting Services, a California Realty company that specialized in funding congregate care and senior housing developments.
Mr. Frankel has over 15 years of Wall Street experience including institutional sales and trading. He served as a member of Little Company of Mary Community Health Care Foundation Charitable Giving Committee, Founding President of The Wellness Community South Bay Cities, Board Member of Prostate Net, and formerly an advisory Board Member of The Human Services Council RSVP of Southwest Washington and member of The Clark County Vulnerable Adult Task Force. Served on the NAIC task force for electronic signature and commerce for the Insurance Industry, and The President's Business Advisory Council.
Mr. Frankel is presently VP of the Pleasant Highlands Neighborhood Association.
He completed his education at New York University and the New York Institute of Finance. Mr. Frankel is listed in Who's Who of Finance and Industry, and Who's Who of the West.
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Recent Activity
Organizational management requires one to prioritize ones work day,therefore you can't rely on free time to do things.You must establish a working agenda each day to fufill your important tasks,in the vent you have accomplished the priorities, then go to the less important.
(more)
Organizational management requires one to prioritize ones work day,therefore you can't rely on free time to do things.You must establish a working agenda each day to fufill your important tasks,in the vent you have accomplished the priorities, then go to the less important.
"Busy" is a state of mind, organizational procedures prevail.As a corporate coach and mentor guiding students and entrepreneurs requires individuals to focus on their work day and visualize what is productive.
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"Busy" is a state of mind, organizational procedures prevail.As a corporate coach and mentor guiding students and entrepreneurs requires individuals to focus on their work day and visualize what is productive.
A satisfied client comes in different forms there are ones that can't thank you enough,and those that stay silent.Truthfully in my business people are reluctant to provide referrals or give an endorsement.So how do I over come that objection with care as to not upset the individual.The first rule...
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A satisfied client comes in different forms there are ones that can't thank you enough,and those that stay silent.Truthfully in my business people are reluctant to provide referrals or give an endorsement.So how do I over come that objection with care as to not upset the individual.The first rule of I use is to address the benefits they received from doing business with me,and once they realize how it gave them a god out come the guard comes down.I respect their privacy ,however, and asked them to help me with a prospect that is unsure of the benefits and would they speak with the prospect. When you sell a good program people respond.
The biggest misconception in our industry is "The Bank Takes the House".Totally wrong, a couple or individual with a reverse mortgage has title and ownership through out.The new programs for purchase or refinance now allows the non borrowing spouse to remain in the home when the borrower...
(more)
The biggest misconception in our industry is "The Bank Takes the House".Totally wrong, a couple or individual with a reverse mortgage has title and ownership through out.The new programs for purchase or refinance now allows the non borrowing spouse to remain in the home when the borrower dies.The program has FHA guarantees for both the borrower and lender.
Clearly networking and visibility is important, however,what ever you are marketing should have a definitive benefit for your prospective clients.Your presence is also important ,and knowing your product and able to describe it in a positive way .
(more)
Clearly networking and visibility is important, however,what ever you are marketing should have a definitive benefit for your prospective clients.Your presence is also important ,and knowing your product and able to describe it in a positive way .
The most satisfying aspect of my business is helping individuals with their retirement issues,either creating an income stream from the home equity or purchasing their dream home.
(more)
The most satisfying aspect of my business is helping individuals with their retirement issues,either creating an income stream from the home equity or purchasing their dream home.
As a corporate coach,challenges always have solutions,you just have to address each one realisticaly.Best.Ed
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As a corporate coach,challenges always have solutions,you just have to address each one realisticaly.Best.Ed
It depends on the type of business you are engaged in,no singular CRM can do all unless you are able to customize.Check with other in your line of work.Best.Ed
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It depends on the type of business you are engaged in,no singular CRM can do all unless you are able to customize.Check with other in your line of work.Best.Ed