Member
Development
111 Village Pkwy NE
Building 2, Suite 100
Marietta, Georgia 30067
Company
Endorsement Letters I've Received
Financial Services | Finance
Mortgage
Filing Cabinet
Sponsorship
Ben Levy is the personal injury attorney on my team and as a mortgage broker we seemingly have very few synergies.
However:
1. Calculating settlement needs: Understanding the impact of long-term disability on earning ability and the implications for mortgage payments is crucial. Working closely with Ben, I could develop a comprehensive approach to assessing settlement needs that considers mortgage obligations and potential changes in earning capacity due to injury. This collaboration could result in more accurate and tailored settlement recommendations for clients.
2. Post-settlement assistance: After a client receives a settlement, they may have various financial goals, such as purchasing a home or paying off existing debt. As a mortgage broker, I can provide valuable guidance on navigating the mortgage process post-settlement. This can ensure that clients receive holistic support in achieving their financial objectives while considering any unique qualifying needs or financial constraints resulting from the injury.
3. Navigating credit issues: Significant medical bills and other expenses associated with injury can impact a client's credit profile. By proactively addressing these issues and developing strategies to protect or improve their credit, I can help Ben's clients mitigate potential challenges going forward.
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