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

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High-Quality Service After discussing the reverse mortgage with my niece and being referred to you, I still had some hesitancy about going into the program. However, after speaking with you I became a little more at ease. With that being said, I would like to thank you for your time and expertise in processing my reverse mortgage. With your guidance during the process, you made it less overwhelming. Any questions I had you patiently answered them, so I understood. Thank you for your high-quality service.

Barbara T — Oct 24, 2024

Larry is One of the Best I have always considered myself very comfortable financially. That is until a number of uncontrollable events occurred and most of my remaining retirement assets were in bricks. Fortunately, I met Larry a few years ago and remembered hearing about his experience and knowledge in investments, real estate and the markets in general. Having recently lost my husband I did not want to involve family in personal financial discussions, I called Larry. Larry's patience and experience in clearly explaining my options made him very easy to work with. I never felt rushed to make a decision, even after I was approved and then backed away to look at another lender. He didn't "pester" me. He left me alone to think. I came back because I knew he was looking out for my best interest. I spent my career in sales & marketing and am very familiar with selling a high-end product. Larry is one of the best. He kept the needs of his customer his primary objective. Thanks to Larry I am on my feet again.

Roberta D — Oct 21, 2021

Process Fairly Easy: Process was fairly easy. Didn't appreciate some of the invasive requirements, but part of the deal, I guess. In particular, I'm talking about requiring tax records. I'm retired, so what does it matter. Seemed invasive and unnecessary in my opinion

Debbie W — Jul 27, 2025