Helping More Clients Age at Home: An Opportunity Hiding in Your Database
New deals are harder to find, but many brokers are sitting on untapped opportunity within their own database.
Join Sue Pimento, Equity Advocate, HomeEquity Bank, and Clive Coke, RVP, Broker Channel, HomeEquity Bank for a high-impact, 60-minute webinar that shows you how to turn past clients into new conversations by tapping into one of the fastest-growing client needs today: the desire to age at home.
This session delivers a practical, repeatable approach to identifying 55+ homeowners in your book who may be ready for a conversation, whether driven by renovation plans, cash flow pressures, debt, or retirement transitions.
You’ll learn how to:
- Quickly pinpoint high-potential segments in your database
- Recognize real-life triggers that signal opportunity
- Reach out with confidence using simple, proven conversation openers
- Turn everyday check-ins into meaningful, deal-driving conversations
We’ll also show you how CHIP Max is a strong lever for eligible clients 55+, helping you expand your toolkit with solutions designed around cash flow flexibility and long-term client needs.
Reserve your spot to learn why failing to actively mine your database for 55+ opportunities could mean leaving valuable business on the table.