Larry McAnarney
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Mutual of Omaha Mortgage Announces New Strategic Relationship with Estate Planning Company to Grow Reverse Mortgage Business

Mutual of Omaha Mortgage announced a new strategic relationship with estate planning company ePIC Services Company with the goal of fueling growth in its reverse mortgage business.

The new alliance will allow the two companies to serve the same client base with complementary products. EPIC Services Company offers estate planning services directly to consumers and indirectly through financial advisors. The company provides services including creating a trust, establishing a power of attorney and setting up health care directives through its electronic platform.

“In the reverse mortgage industry, it’s not uncommon to work with customers who don’t have a trust or power of attorney set up, which can be the source of a lot of stress when it comes time to make important decisions,” said Geoffrey Wallace, Mutual of Omaha Mortgage Director of Strategic Business.

There are a lot of seniors and financial advisors who don’t know how a reverse mortgage can benefit individuals in retirement.

“The ability for two companies to provide symbiotic services to baby boomers through multiple channels is part of our overall strategic planning vision,” Wallace said. “This will allow us to expand education on the uses of reverse mortgage products as part of a comprehensive retirement plan for baby boomers.”

The new strategic relationship will allow the two companies to work on joint marketing projects together.

Verified Reviews

(212)

Larry was our loan officer Larry was our loan officer. He gets a 5-star review from us. Going through this whole reverse mortgage process from beginning to end was very stressful at times. I had a million questions for Larry, and he took the time to answer and explain every question with an explanation as well. I would recommend him 100%

Bill & Julia A — Jul 27, 2022

Very Comfortable with my Decision I was a little nervous when I decided I wanted to look into a reverse mortgage. Had no idea where to begin, so went to a bank and they gave me Larry McAnarney's name. Thank goodness they did! Larry was absolutely wonderful. He was polite, answered all my questions and walked me through the process and was very patient with my questions. I then spoke with a reverse mortgage counselor who was also wonderful. She knew her business, took her time with me, answered all my questions and advised me. I was no longer nervous. I also had a notary who came and closed the reverse mortgage loan and he was very nice, took his time and walked me through the closing. All three people were very knowledgeable about reverse mortgages, both pros and cons, and I felt very comfortable with my final decision to go through the process. The entire process was not uncomfortable for me because all three had taken the time I needed for me to feel comfortable with my decision. I was very happy with the outcome and for the patience of all three individuals. Yes, I would recommend Larry McAnarney to anyone interested in a reverse mortgage.

Diane F — Jul 22, 2014

Larry Did a Great Job I originally began dealing with a different national lender but was uncomfortable with their rep and the answers he was giving me. I found Larry McAnarney’s name after a search on the web and called his cell on a weekend. He answered and told me about his company, his personal credentials and experience and impressed me at the outset with a patient and caring manner. He had no hesitancy about going to bat on my behalf with his underwriters and that in particular smoothed and expedited the process. I unequivocally recommend Larry McAnarney to anyone considering a reverse mortgage

Jeffrey L — Dec 2, 2020