Working with Senior Clients in Real Estate

Overview

The senior market is growing as the population of the United States ages. Some seniors move to enjoy retirement, while others face physical and cognitive changes that require housing adjustments or relocation. Real estate professionals who invest the extra time to understand the needs of senior clients will be able to do more than simply help them sell or relocate--licensees can help senior clients thrive in their retirement years. This course provides information and best practices to help licensees create successful relationships with senior clients and help them with their housing needs.

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Regulator 

 

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Learning Objectives

  • Explain the general characteristics of the senior demographic
  • Describe the types of housing commonly available for senior clients and how certain options may best align with the client's needs
  • Identify when aging in place may be an option over relocation and how housing may be adapted accordingly
  • Recognize senior clients' service expectations and effective ways to communicate with them
  • Explain how to work with seniors' family members and recognize when they need to be involved while still maintaining the client's privacy
  • Describe the use of reverse mortgages and what to expect when selling a house with one


Designed For:

Real estate professionals in all stages of their careers




Course Information

Adding additional credit may change exam requirements.