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Women take the leadership reins at Reverse Mastermind Summit

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Neil Pierson
May 6, 2026
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Three women with prominent roles in the reverse mortgage industry took the stage Tuesday at the Reverse Mastermind Summit in Knoxville, Tennessee, to share personal stories and share sales advice.

Three women with prominent roles in the reverse mortgage industry took the stage Tuesday at the Jensen on tax deduction strategies

The Jensen’s case study involved a hypothetical 72-year-old couple purchasing an $800,000 home with a down payment of $509,000, with the remainder financed through a HECM for Purchase loan. They also have a retirement account with a Harmes: ‘It’s the connection that creates the relationship’

Harmes began her presentation with a deeply personal story about how reverse mortgages have the power to change and even save lives.

When she was a child, her grandfather sold his home and moved into an apartment rather than exploring financing options. After the move, he fell and broke his neck, wasn’t found for days, and the last six months of his life were “an absolute living hell,” she said.

Years later, when Harmes sold a reverse mortgage for the first time, her clients were already in a difficult position. The husband had recently been diagnosed with a serious illness and his wife was “terrified” of managing their home and finances alone. Harmes’s team helped the couple pay off a large debt, set up a monthly income replacement and establish a growing line of credit.

At the closing table, the wife embraced Harmes. “I could just feel the relief washing over her body. She knew she was going to be safe. She knew that at least the finances were going to be OK, even with whatever else she was facing,” Harmes said.

She advised originators to craft a Moriello echoed some of Harmes’ remarks about community and relationship building. She has found that clients are often cultivated from grassroots efforts — like the grocery store or where your kids play sports. “I sat my rear end in an ice rink for six years while my girls played ice hockey,” she said. “I got more business out of that than any loan officer in my office did.”

She also recommended professional networking communities like ProVisors and the National Association of Divorce Professionals — the latter of which she described as “gold mine” for reverse mortgage referrals.

When it comes to time management, Moriello referred to the book, “212: The Extra Degree,” as a tool for turning small daily habits into meaningful long-term change and growth.

“One extra contact daily sparks more than 180 personal connections a year, so when you think that you had a good day, pick up that phone one more time,” she said.

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Originally published by Neil Pierson

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