Ryan Philip, LO NMLS 418795 at Longbridge Financial, LLC NMLS 957935

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Ryan Philip, LO NMLS 418795 at Longbridge Financial, LLC NMLS 957935 Learn the facts about a reverse mortgage from an experienced and trusted professional. NMLS #418795

You’ve helped a client achieve a successful outcome. How do you turn that experience into a story that opens new doors?J...
11/05/2026

You’ve helped a client achieve a successful outcome. How do you turn that experience into a story that opens new doors?

Join us for “Integrating Business-to-Business Concepts” to explore how to identify opportunities, educate clients, and communicate results in ways that help generate future business.

📅 November 18 @ 12 PM ET / 9 AM PT
👉 Join the conversation:

https://bit.ly/4z4et1v

The year is winding down. Are your clients’ tax strategies ready? Recent tax law changes have reshaped the planning land...
11/04/2026

The year is winding down. Are your clients’ tax strategies ready?

Recent tax law changes have reshaped the planning landscape, and your clients are counting on you to help them recognize potential obstacles and identify which strategies to focus on before year-end.

Jeff Rattiner, CPA, CFP®, MBA, of JR Financial Group, Inc., can help. Join our next CE-eligible webinar to hear his strategies for capitalizing on key year-end tax opportunities and identifying critical exposures.

🎓 Year-End Tax Planning Strategies: It’s Not Too Late!
📅 Tuesday, November 17 | 10 AM PT | 1 PM ET

Learn more: https://bit.ly/4zodMRt

🍁 Fall is a time when many clients revisit their financial plans for the year ahead. Home equity remains one of the most...
11/04/2026

🍁 Fall is a time when many clients revisit their financial plans for the year ahead. Home equity remains one of the most powerful, yet underutilized, tools in retirement planning. Are your clients’ plans up to speed?
Longbridge Financial's home equity solutions can help your clients supplement cash flow, build a reserve for the unexpected, or add stability in uncertain markets, all without drawing down the investments they've worked hard to grow.
Connect with me to run a client scenario before your next planning conversation.

11/04/2026

Real Estate Pros — Last Chance to Register! ⌛

How can today’s client success help generate tomorrow’s business? Join us November 18 for the next session in our series with & Company to find out.

Join us: https://bit.ly/4A4bIy6

11/04/2026

Today is National Stress Awareness Day! Take a moment to pause, breathe, and reflect. While stress is a natural part of life, managing it is essential for long-term well-being. Here’s to making space for calm today. 😌

A successful client outcome can be the start of your next business opportunity.Join the next session in our series with ...
11/03/2026

A successful client outcome can be the start of your next business opportunity.

Join the next session in our series with & Company for insights on connecting the dots between client education, clear communication, and future business opportunities.

🤝 Integrating Business-to-Business Concepts
📅 November 18
⏰ 12 PM ET | 9 AM PT

Save your spot: https://bit.ly/3UbNnqX

A successful client outcome can be the start of your next business opportunity.Join the next session in our series with ...
11/03/2026

A successful client outcome can be the start of your next business opportunity.

Join the next session in our series with & Company for insights on connecting the dots between client education, clear communication, and future business opportunities.

🤝 Integrating Business-to-Business Concepts
📅 November 18
⏰ 12 PM ET | 9 AM PT

Save your spot: https://bit.ly/4z2GVkn

Join us in celebrating National Family Caregivers Month! This month, we recognize the selfless individuals who provide i...
11/01/2026

Join us in celebrating National Family Caregivers Month! This month, we recognize the selfless individuals who provide invaluable care and support to loved ones across the country. Their dedication touches countless lives, and we extend our heartfelt gratitude. 🙌
Check out our blog to learn more about recognizing these unsung heroes: https://bit.ly/4ijguSr

11/01/2026

November is Healthy Lifestyles Month! It’s the perfect time to evaluate your habits and take positive steps toward a healthier, happier future. Remember, you have the power to create the balanced and fulfilling life you deserve!

10/31/2026

🎃 🕷️ Wishing everyone a fun and fright-filled Halloween! We hope you enjoy a festive day filled with fun costumes, sweet treats, and spooky celebrations with friends and family.

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61 South Paramus Road, Suite 500
Paramus, NJ
07652

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