Why a Reverse Mortgage is a Great Option for Financial Advisors Working With Seniors

Our goal is to work with trusted advisors to help determine if a reverse mortgage meets the needs of your client. We can accomplish this by providing a custom loan analysis or a personal consultation with one of our Reverse Mortgage Specialist. 

The Ideal Client

While there is no stereotypical RM client, there are common characteristics you can look for in a prospective RM holder.

  • Cash poor, house rich
  • Has taxable income they wish to postpone, while accessing from reverse mortgage proceeds not subject to personal income taxation
  • Understands that their home is a retirement asset in which they live and wishes to leverage their home to improve current lifestyle