tap the earning potential of the 50+ market
TRANSCRIPT
Tap the earning potential of the 50+ market. Become a Seniors Real Estate Specialist® (SRES®).
Visit t raining4RE.com for a complete course schedule.
THE SRES® COURSE AT A GLANCE
The SRES® Designation requires the completion of a two-day course and exam in addition to membership in the National Association of REALTORS® or NAR cooperating association outside of the U.S. The course can be completed in a classroom or online through REALTOR® University’s School of Professional Development and Continuing Education.
Topics include:
Understanding generational demographics
Discussing the myths and realities of aging
Learning how Baby Boomers are changing retirement
Reviewing marketing strategies
Recognizing the implications of tax laws, probate and estate planning
Network with 13,000+ SRES®
designees in the United States
and Canada.
Start taking advantage of all the SRES® Council has to offer!
Build your real estate business with specialized knowledge of the wants, needs and expectations of home buyers and sellers aged 50+.
Call 1.800.500.4564 or go to seniorsrealestate.com or email us at [email protected] for more information.
www.sres.org • Seniors Real Estate Specialists®30 Seniors Real Estate Specialists® • www.sres.org 31
Packing and moving
Moving from the family home can be overwhelming, especially if you are facing a lifetime of possessions and must make choices about what to bring and what to let go. These decisions can be paralyzing because each possession often triggers a walk down memory lane.
Family members can help a parent sort through possessions, pack and move. But sometimes hiring a third party is the best thing.
Senior moving managers are a new type of service provider, helping attend to the needs of seniors who must downsize when moving. These professionals can:
• Evaluate the contents of your old home and assess space available in the new one.
• Work with a senior to determine how much will fit in the new home.
• Help sort and make decisions about what to keep and what to leave.
• Manage the process of packing and moving, then unpacking and arranging possessions in their new home.
STEP 6E
Some senior moving managers also help organize garage sales, arrange for donation pickups, and call disposal services for the final leftovers. They are also attentive to the stress that can accompany this work, often offering to break the job down into manageable steps by coming and packing for a just a few hours at a time.
Your SRES® may be able to refer you to a senior moving specialist in your area. You can also look online at www.nasmm.org or call (877) 606-2766.
For families facing the task of packing and moving on their own, think about starting the process well in advance. Set small, achievable daily goals. Establish plans for tackling different rooms. Remember that packing can be emotionally taxing on everyone, so consider ways to break up the work and make it more enjoyable. More moving suggestions are included in the complete checklist that follows.
Moving Checklist
Two months before closing: Call moving companies for estimates; consider a senior moving manager who can help with the downsizing process
Pass along any family heirlooms that you can’t bring with you
Six weeks before closing: Sort out items that won’t be going to your new home; begin donating them to charities, or have a garage sale
Choose a mover and sign a contract
One month prior to closing: Make a week-by-week plan for packing; assign specific dates for completing rooms; set the schedule for packing at a reasonable pace
Notify of your change of address: banks, credit cards, IRS and Social Security Administration, professional advisors (lawyers, etc.), magazine subscriptions, friends and relatives, church and clubs, post office
Contact insurance agents to change your address and to terminate homeowners insurance at closing
Create a file of important papers, such as birth certificates, bank statements, life insurance policies, wills and pack them in a well-marked box
Notify utility companies of your move; arrange final readings
Notify lawn, cleaning, snow removal and other services of your move date
Two weeks before closing: Contact movers to review arrangements
One week before closing: Pack and label your essential personal items and place them in a separate location with your important documents
Two to three days before closing: Reconfirm date and time with movers
Your moving date is here.
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“I’m your Seniors Real Estate Specialist®”
PhotoFirst Name Last Name
12345 Address
Any City, IL 00000
Phone 000-000-0000
Cell 000-000-0000
Whether you’re moving closer to your family or closer
to relaxation, an SRES® designee will take the extra
time to find you the home of your dreams.
Baby Boomers,
we’ve been expecting you.
www.sres.org • Seniors Real Estate Specialists®
30
Seniors Real Estate Specialists® • www.sres.org 31
Packing and moving
Moving from the family home can be overwhelming, especially if you are facing a lifetime of possessions and must make choices about what to bring and what to let go. These decisions can be paralyzing because each possession often triggers a walk down memory lane.
Family members can help a parent sort through possessions, pack and move. But sometimes hiring a third party is the best thing.Senior moving managers are a new type of
service provider, helping attend to the needs of seniors who must downsize when moving. These professionals can:• Evaluate the contents of your old home and
assess space available in the new one.• Work with a senior to determine how much will fit in the new home.• Help sort and make decisions about what to
keep and what to leave.• Manage the process of packing and moving, then unpacking and arranging possessions in their new home.
STEP 6E
Some senior moving managers also help organize garage sales, arrange for donation pickups, and call disposal services for the final leftovers. They are also attentive to the stress that can accompany this work, often offering to break the job down into manageable steps by coming and packing for a just a few hours at a time.
Your SRES® may be able to refer you to a senior moving specialist in your area. You can also look online at www.nasmm.org or call (877) 606-2766.
For families facing the task of packing and moving on their own, think about starting the process well in advance. Set small, achievable daily goals. Establish plans for tackling different rooms. Remember that packing can be emotionally taxing on everyone, so consider ways to break up the work and make it more enjoyable. More moving suggestions are included in the complete checklist that follows.
Moving Checklist
Two months before closing: Call moving companies for estimates; consider a senior moving manager who
can help with the downsizing process Pass along any family heirlooms that you can’t bring with you
Six weeks before closing: Sort out items that won’t be going to your new home; begin donating them
to charities, or have a garage sale Choose a mover and sign a contractOne month prior to closing: Make a week-by-week plan for packing; assign specific dates for completing
rooms; set the schedule for packing at a reasonable pace
Notify of your change of address: banks, credit cards, IRS and Social
Security Administration, professional advisors (lawyers, etc.), magazine
subscriptions, friends and relatives, church and clubs, post office
Contact insurance agents to change your address and to terminate
homeowners insurance at closing Create a file of important papers, such as birth certificates, bank statements,
life insurance policies, wills and pack them in a well-marked box
Notify utility companies of your move; arrange final readings
Notify lawn, cleaning, snow removal and other services of your move date
Two weeks before closing: Contact movers to review arrangementsOne week before closing: Pack and label your essential personal items and place them in a separate
location with your important documentsTwo to three days before closing: Reconfirm date and time with movers Your moving date is here.
3
I can guide you through all your real estate transactions, because I have:
a solid comprehension of Federal laws for Housing for Older Persons Act (HOPA)
sensitivity to 50+ issues and priorities
the devotion to provide reputable services that win and sustain trusting client and customer relationships
knowledge of the uses, benefits, procedures, and issues involved in reverse mortgages
education regarding the uses of pensions, 401k accounts, and IRAs in real estate transactions
the understanding of how Medicare, Medicaid, and Social Security impact your real estate decisions
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As an SRES® designee, I have received extensive education
on topics such as; tax laws, probate, estate planning, equity
conversion strategies, and can offer you relevant information
on current market trends as well as valuable resources regarding
real estate transactions.
I will provide you with a customized approach to your real estate
needs. I have the knowledge and expertise to counsel you through
the major financial and lifestyle transitions involved in relocating,
refinancing, or selling your family’s home. My team and I offer
you the opportunity to complete a real estate transaction with the
patience, professionalism, and expertise you deserve.
I have the knowledge to help you.
With a SRES® designee, your wants can come to life.
More of what you want. Find your ideal home with my help. I’m your SRES®.
Mimi Smithe1254 Main StreetSpringfi eld, IL 62123Phone 630-555-1212Cell [email protected]
Seniors Real Estate Specialist®
“Hello, I’m pleased to be your SRES®.”
For more information on the SRES® designation,visit SRES.org or email [email protected].
With an SRES® Designation, you
will have access to many member
benefits. Use these resources to
market your new designation, stay
up-to-date on industry trends,
network with other designees and
connect with consumers. Together
these materials will help you
access the growing 50+ market and
give you a competitive advantage.
Informative Web SiteAccess valuable, members-only information on seniorsrealestate.com including:
• Monthly e-newsletters and webinars
• Your member bio page
• Online referral and networking database
• PowerPoints, press releases and letters
• Professional resources and business partners
Custom Marketing Tools SRES® designees have exclusive access to professionally created marketing materials including flyers, postcards, brochures and banner ads to help promote your designation. Personalize these pieces with your name, logo, photo, address and more.
Start or continue the client conversation with SRES® Marketplace, a customizable monthly e-newsletter targeting homebuyers and sellers within the SRES® demographic.
Connect With Consumers Some of our most popular benefits are for your clients. First, The Moving On Guide is a 34-page booklet helping seniors and their families during the real estate process. Next, each issue of The SRES® Professional Newsletter features a consumer one-sheet which is a great addition to any client kit or mailing. Finally, the consumer Web site, SRES.org, features more resources and highlights the benefits of working with an SRES®.
SRES.org
However, these sites also have serious limitations. It’s important to understand that even the largest listing site, REALTOR.com®, does not include every property for sale in your local multiple listing service (MLS). On the other hand, sites that offer property price estimates rely on limited historical sales data and automated valuation models that can produce unreliable results.
Your SRES® Can HelpYour Seniors Real Estate Specialist® is an important source for reliable property information. Because they have complete access to the local MLS, your SRES® can quickly and easily share listing, sales and pending sales information with you, including houses you might not find on your own. They can also prepare a comprehensive market analysis, helping you understand the dynamics impacting local prices and what you could reasonably expect if you decided to list your home for sale.
Recommended SitesYour SRES® also has special training on many considerations that 50+ buyers and sellers care about most. They can help guide you and your family by suggesting the best online and local resources on a wide variety of topics, including:
Benefits locatorsCertified aging-in-place specialists Financial assistanceHealthcare providers Home adaptationsLegal considerationsMoving specialists and managersPreparing your home for showingRetirement optionsReverse mortgagesSpecialized housing communitiesTax advisors
Some of these resources can be accessed through SRES.org, a consumer-oriented site sponsored by the SRES® Council. Here you can also search for a Seniors Real Estate Specialist® in your area—someone who can provide personalized assistance and advice.
The Seniors Real Estate Specialist® (SRES®) designation is awarded by the SRES® Council, a subsidiary of the National Association of REALTORS® (NAR).
To learn more about SRES® and access various consumer resources, please visit SRES.org.
You can count on an SRES® to guide you
through the process of buying or selling
your home, making the transaction less
stressful and more successful.
Using Web SitesThe Internet makes it easier than ever to browse among homes for sale, allowing you to collect a wealth of information about prices and various home features. This sort of preliminary research can be very helpful when you’re starting a home search or want a rough estimate of the value of your current property.
Consumer One-Sheets
Ready to be recognized by the largest group of buyers and sellers in the country?Earn your SRES® Designation today and build your business tomorrow.
seniorsrealestate.com
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