Special: Mark Lambert | Later Life Lending: Intergenerational advice and gifting
Update: 2024-12-18
Description
In this special episode of the Just Covered Podcast, our hosts Hazel Johnston and Wayne Holcombe are joined by Mark Lambert, Director at Viva Retirement Solutions.
During the episode, Mark discusses the versatility of lifetime mortgages and the positive impact they can have for clients and their families. He also talks about educating clients on some of the common misconceptions surrounding LTMs and his holistic approach to providing advice to clients on their retirement options.
The episode also covers:
- Leveraging your professional network to help maximise the financial benefits available to clients
- Some of the use cases for lifetime mortgages, including providing a financial gift to family members, paying off an existing mortgage and more
- Helping to change client perceptions of LTM products and busting common myths
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