INNOVATIVE HOME LOANS Michael Standard (360) 690-5278 michael@innovativehomeloan.com Do you know seniors who need more cash flow today? Why not mention the HECM loan to them and see if it’s a good fit? All they need is over 50% equity on their home. The HECM loan is the New Reverse Mortgage by the FHA, and it is now a Federally Insured loan. Now the heirs inherit the home, and they have 12 months to sell the home and keep the equity. What to look for in your senior clients: • Over 50% equity in their primary residence • Over 62 years of age • Home is not in a trailer park • They want to stay in their home • They need more cashflow or no mortgage payment BANKTECH VENTURES Sarah Hovde (847) 707-2863 sarah@banktechventures.com BankTech Ventures — Our name says it all. We are a strategic venture capital fund focused solely on investing in bankenabling early-stage tech companies. Our General Partners are bankers themselves (including your CBW peer, Coastal Community Bank), and our full-time team is deeply entrenched in community banking. We make sure the companies we invest in work effectively with our Limited Partner banks to deliver maximum value and impact. The ecosystem we’ve developed is our greatest strength, and that is why 100+ leading community banks have joined us, plus the leading tech entrepreneurs want to work with us. To date, we’ve invested in 14 companies and have made hundreds of introductions between our fintech companies and limited partner banks, creating new synergistic vendor relationships. And this is just 1.5 years into the Fund, so there is a lot more activity to come! THE PLATEAU GROUP, INC. Greg Janssen (800) 752-8328 greg.janssen@plateaugroup.com The Plateau Group is a Community Bank focused company specializing in Debt Cancellation and Credit Insurance programs to help you drive profitability in lending. The Plateau Group is an A- Excellent Rated by AM Best and endorsed business partner of the ICBA. We have the personalized service and expertise to help you drive fee income strategies. At Plateau, we market, administer and reinsure products that meet the needs of our customers while providing the highest levels of service and courtesy in the business. At Plateau, we strive to be “Your First Choice.” SUNCADIA RESORT Michele Oliveri (206) 697-0015 moliveri@suncadia.com With more than 6,000 acres of forested mountain landscape, Suncadia’s wealth of year-round activities makes for a perfect escape. A picturesque resort with 40+ miles of hiking and biking trails, three championship golf courses, local wining and dining and world-class spa treatments. The perfect place to get the most out of your group event or meeting. A place that puts the fun back into meetings and naturally encourages cooperation, team building and inspiration. CORE10 Laura Day Core10 is a leading U.S.-based provider of banking and lending products and financial technology services. We’re all about being the trusted, easy button for banking innovation and transformation. We do this by offering a range of solutions including Mesh, a middleware layer to connect a bank’s technology partners to its core and streamline operations, and Accrue, an omnichannel digital lending and deposit account opening solution. Additionally, we extend our expertise through professional services, encompassing custom API and software product development. CURRENCY | 19
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