Working with Senior Clients in Real Estate

Overview

The senior market, with the highest net worth among households, is growing rapidly. As seniors age, they may face physical and cognitive changes, prompting housing adjustments or relocations. To serve this market effectively, professionals must adapt their practices. This course helps licensees understand how to assist senior clients with their housing needs and relocations.

Find this course for your license


License or Certification 

 

Regulator 

 

Type 

 


Objectives

  • List the various reasons why senior clients may choose to, or may need to, move from their homes
  • Describe the types of housing commonly available for senior clients and how certain options may best align with the client's needs and expectations
  • Recognize ways to communicate effectively with senior clients
  • Explain how to work with family members and recognize situations when family members need to be involved while still maintaining the privacy of client information
  • State the purpose and requirements of Home Equity Conversion Mortgages and what to expect when selling a house with a Home Equity Conversion Mortgage
  • Explain special marketing considerations when working with senior clients and how marketing to seniors may differ compared to other demographics

Designed For:

Real estate professionals in all stages of their careers




Course Information

Adding additional credit may change exam requirements.