Provider Name: Assurance Financial Group, Llc
Address: 9029 Jefferson Highway, Suite 100 Baton Rouge, LA 70809
Phone Number: (225) 930-5964
Website: http://assurancefinancialgroup.com

Course Summary

Finance - Reverse Mortgage Loan for Purchases

It is estimated that 20% of todays home buyers are between the ages of 62 and 65. With record numbers of Baby Boomers reaching the age of 62 each day the Home Equty Conversion Mortgage (HECM) commonly referred to the Reverse Mortgage Loan as and advantageous loan program that can be used by those homebuyers and homeowners who equity rich in their homes and cash poor. This course will give licensees the knowledge they need to intelligently advise their clients whether the Reverse Mortgage is a loan program that maximizes their ability toward a enjoying life more fully.
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Format: Classroom
Hours: 2.00
Price: Varies

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Course Schedule

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Course Schedule

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Agency Approval

Agency Approval Course Number Expiration
Louisiana Real Estate Commission 0003 04/03/2022

Instructors

Daniel Mackey



Dan Mackey is a Senior Loan Officer in the Baton Rouge office of Assurance Financial. He joined the team in December of 2011. Dan has been a specialist in the mortgage and real estate industry for more than 35 years, offering a wide range of knowledge on all perspectives of the loan process. He is licensed through the National Mortgage Licensing System and Registry #91536.


Dan is an active member of the Baton Rouge community, with memberships in the LA Mortgage Lenders Association, National Association of Real Estate Consultants, Louisiana Realtors Association (has served as Region III vice president, member of Executive Committee and Chair for multiple committees) Greater Baton Rouge Association of Realtors (has served as President, Vice President, Secretary/Treasurer, Realtor of the Year recipient, and chair of numerous committees) and the National Association of Mortgage Brokers. Dan also serves as a Pre-licensing/Continuing Education instructor for LA Real Estate Commission (LA Certificate #744), NMLS and LA Office of Financial Institutions.


Dan is a graduate of Louisiana State University. Married to Karen Jennings Mackey for 40 years and has 3 grown children and 2 granddaughters. In his free time Dan is the Creator / Producer of the Zip Zam family of BBQ sauces and enjoys competing in BBQ competitions, fishing, golf and going to the beach.


Daniel P. Mackey, Senior Loan Officer, NMLS# 91536


Assurance Financial Group, LLC


Office: 225-239-7153 Cell: 337-654-9811


Email: dmackey@lendtheway.com


Personal Secure Website: https://danmackey.mortgage-application.net



Education and Certifications:


  • BS in General Studies (Biological Sciences Major), Louisiana State University, Baton Rouge, Louisiana, 1980
  • CCIM (Certified Commercial Investment Member), National Association of Realtors, Designee 1986 - 1998
  • C-CREC (Consumer – Certified Real Estate Consultant), National Association of Real Estate Consultants 2003
  • Certified Pre-Licensing and Post-Licensing Real Estate Instructor, Louisiana Real Estate Commission, 2000 – present
  • Approved Pre-licensing and Post Licensing Loan Originator Instructor, La. Office of Financial Institutions, 2007 – present
  • Notary Public #149972 – Statewide Jurisdiction – 2018 for Life



Professional Experience:


Assurance Financial Group, LLC, Baton Rouge, Louisiana Dec. 2011 - present


Senior Loan Officer – NMLS # 91536



Key Mortgage Services, Inc., Baton Rouge, Louisiana Jan. 2005 – Dec. 2011


President/Owner/Residential Mortgage Loan


Originator # 91536



Burk Baker School of Real Estate, Baton Rouge, Louisiana Jun.2000 – present


Pre-Licensing and Post-licensing Instructor-Real estate


and Mortgage Originator



Daniel P Mackey, Real Estate Broker Jan. 2006 - present


Key Real Estate Services, LLC, Lafayette, LA


Managing Member



iListing.com, LLC, Lafayette, Louisiana Jan. 2001 – Dec. 2005


Real Estate Sales/Operations Manager/Commercial


Leasing Manager



The Mackey Company, Inc. d/b/a Coldwell Banker Mackey Co., Baton Rouge, Louisiana, 1979-1997


  • President and Chief Operating Officer, 1992-1997
  • General Manager/Chief Operating Officer, 1987-1992
  • Commercial Division Sales Manager, 1984 – 1987
  • Sales Associate/Associate Broker, 1979-1984



Professional Association Involvement:


  • Louisiana Mortgage Lenders Association / National Association of Mortgage Brokers: Member Sept. 2008 - present
  • Louisiana REALTORS Association: Member 1979 – 1997, Jan. 2000 - Present
    • Member Board of Directors 1989 - 1997
    • Member Executive Committee and Legislative Division Director - 1996
    • Region III Vice President and member of Executive Committee - 1993
    • Chairman – Louisiana Agency Law Task Force – 1994-1997
    • Chairman - Federal and State Legislative Committee - 1997, 1995
    • Chairman - Louisiana Realtor Association Political Action Committee 1997
    • Vice Chairman 1996, Trustee 1995
    • Chairman - Business and Industry Committee - 1994, 1993
    • Chairman - Member and Board Services Committee - 1992, 1991 Vice Chairman - 1990
    • Chairman - Commercial Services Committee - 1990, 1989
    • Member and chairman of numerous committees and task forces 1984 - present.
  • Greater Baton Rouge Association of REALTORS: Member 1979 – 1997, 2002 - present
    • President - 1992, Vice President - 1991, Sec.-Treasurer - 1990
    • Member of Board of Directors - 1988 - 1993
    • Chairman - Multiple Listing Service Committee - 1997, 1991, Vice Chairman - 1996
    • Recipient - Realtor Of The Year Award - 1989
    • Trustee - Greater B. R. Assoc. of REALTORS Political Action Committee
    • Member and chair of numerous committees and task forces 1981 - 1997



Lindsay Anders



Lindsay Anders is Accredited Mortgage Professional (AMP), Certified Mortgage Servicer (CMS) and licensed Loan Officer specializing in Reverse Mortgages with a demonstrated history of working in the financial services industry for over 10 years. Values the importance of Customer Service and improving the customer experience. Her previous experience as a Senior Loan Processor not only assists in her duties as a Servicing Manager but makes her a well-rounded, valuable asset to our industry. Currently enrolled in course to obtain Certified Mortgage Banker (CMB) designation by the end of 2019. Bachelors degree from Louisiana State University with a focus in Business Administration, Political Science and Sociology.


Paul M Peters



Paul Peters, CMB, Reverse Mortgage Director for Assurance Financial Group, Baton Rouge, Louisiana, has over 35 years of mortgage banking experience having owned his own mortgage company and served in production, administrative management and executive management positions with other mortgage companies over the course of his career. Notably, he was president of the Hibernia/Capital One Mortgage Company for over 14 years, building and managing a dominant and profitable national production operation.


Paul completed a BBA degree with emphasis in finance from the University of Louisiana, Monroe. He earned the master Certified Mortgage Banker (CMB) designation awarded by The Mortgage Bankers Association of America (MBA). Paul also served on numerous mortgage banking boards and committees to include the national Residential Board of Governor’s (RESBOG) of the MBA and Fannie Mae’s national Advisory Board. Paul is an NMLS licensed loan originator in 16 states. Paul continues to support his industry as an Education Instructor with the Mortgage Bankers Association of America since 2015.


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