AAG is dedicated to helping older American's though this process with compassion and care. We are dedicated to helping our clients strategically use their home equity so they can enjoy the retirement they deserve. A sustainable retirement plan includes social security, savings, 401k, and home equity.
Tom DiLeo, of AAG, has over 35 years of mortgage banking experience, both in senior management and origination. He takes great care and pride in assisting his clients in understanding and selecting the financing program that fits their needs. Whether he’s helping a home buyer purchase their first home, assisting a sophisticated investor to finance an investment property, or a senior over 62 looking for information on Reverse Mortgage. Tom has lived in Long Beach for over 60 years and has a wife and daughter.
Tom provided us with insight into reverse mortgages.
Please see the video below.
Next Meeting:
Announcements:
Starting in 2022, Dues will increase. Executive dues will go from $365 to $450 and Associate dues will go from $75 to $100.
Hybrid meetings are back! If you would like to reserve a spot for you or and a guest please let me know. We will requiring attendance again, starting April 12, either on Zoom or in person.
If you are looking to speak please let me know, I am filling the calendar for 2021
Remember to invite guests to keep our membership continually growing! I will be asking all of you information on Potential members.
Please stay safe and follow sanitary protocols during the COVID-19 pandemic.
Our website has been updated to send leads in real time. Click on the the "Got Leads?" button the the top right of the Execs website. Click who the lead is going to and your name and a message.
1st Classification Postings:
General Dentistry
2nd Classification Postings:
n/a
Membership Postings:
Dr. Feldman of Feldman Dental Care has applied for the classification of General Dentistry.
Welcome New Members:
Welcome Alan Fasnacht & Michael Fasnacht of Team Fasnacht in the classification of Real Estate: Residential.
Welcome Kaitlyn Garcia of TGIS as an associate.
Other Membership News:
Membership Promotion
When you refer a new member, you can have a choice in one of two options
1. Have your dues waived for one quarter.
2. Have your dues, as well as the new members dues cut in half for one quarter.
New member has to be in good standing for the first 6 months to receive the promotion.
We have introduced two new types of membership.
Affiliate Member
• Dues are $150 per quarter
• Pays $50 initiation fee to cover badge and T-shirt expense
• Pays $18 for lunch at each meeting attended
• May give and receive leads and give classification talks
• No attendance requirement; may attend showcase and special events
• Entitled to any open classification; no exclusive classification entitlement
• Listed in roster and on web as affiliate member – classification and name only
• Not a voting member and not board eligible
• One-year limit as affiliate member; must become an executive member thereafter
Non-Profit Member
• Dues are $150 per quarter
• Pays $50 initiation fee to cover badge and T-shirt expense
• Pays $18 for lunch at each meeting attended
• May give and receive leads and give classification talks
• No attendance requirement; may attend showcase and special events
• Allows multiple Non-Profits in different categories.
• Listed in roster and on web as Non-Profit member
• Voting member and one Non
• No limit as Non-Profit member
Classification of the Month:
N/A
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