Financial Advisors

Enhance Your Clients’ Retirements While Growing Your Business

Today, homeowners 62 and older are sitting on nearly $13 trillion in home equity. About 40% of them carry a mortgage with an average monthly payment of ~$1,000.

For those clients 62 and older, a reverse mortgage loan turns part of the equity trapped in their homes into tax-free cash.* That means new funding to apply to their comprehensive financial plan as well as increased sales volume and AUM for your business.

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With the liquidity of a reverse mortgage loan, your clients can:

Increase their cash flow and net worth*

Eliminate obligatory monthly principal and interest mortgage payments (must pay taxes, insurance and home upkeep expenses)

Pay off other debt

Keep productive assets under your management*

Hear Why a Nationally Recognized Financial Advisor Turned From Skeptic to Advocate

Watch Video

What Are Some Additional Benefits?

Home equity is good, but it’s not great. Cash can be much better, as you can help your clients manage and leverage it for both their long-term financial prosperity and immediate enjoyment of life. But aside from the obvious, there are other benefits you may not be aware of.

Maximizing Interest Deductions*

Reverse mortgage loans include a flexible repayment feature that you can use to increase your clients’ itemizations and maximize their mortgage interest deductions, enabling them to stack tax deductions.*

A Growing Line of Credit

Reverse mortgage loans offer a number of payouts types, and one in particular has a unique growth feature that can help preserve your clients’ retirement funds. With a reverse mortgage line of credit, any unused portion grows through the duration of the loan, which provides additional funds over time.

Sequence-of-Returns Risk Protection*

Market volatility can cause immense levels of stress for financial professionals and their clients. With this line of credit, your clients could draw from their investments when the market is up, and draw from their line of credit when the market is down.

Please fill out my Case Study for Financial Professionals to examine a
specific client’s situation.

Complete the Case Study

reverse-mortgage-loan-arvada-CO-Christine-Jensen

Why Should I Be Your Go-To Partner?

With more than 40 years in banking and finance, specializing in assisting the 62-plus age group, I can help you tap into your clients’ equity and access tools to maximize their portfolios.

Together, we can expand options for many of your clients as they approach their retirement years and help them increase their wealth by incorporating all the assets at their disposal.

Watch Financial Professional Testimonials

Hear the thoughts and experiences of professionals just like you.

Get a No-Obligation Reverse Mortgage Evaluation and Quote Today!

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*This advertisement does not constitute tax and/or financial advice from Fairway.

Financial Advisors

Enhance Your Clients’ Retirements While Growing Your Business

Today, homeowners 62 and older are sitting on nearly $13 trillion in home equity. About 40% of them carry a mortgage with an average monthly payment of ~$1,000.

With the liquidity of a reverse mortgage loan, your clients can:

Increase their cash flow and net worth*

Eliminate obligatory monthly principal and interest mortgage payments (must pay taxes, insurance and home upkeep expenses)

Pay off other debt

Keep productive assets under your management*

Hear Why a Nationally Recognized Financial Advisor Turned From Skeptic to Advocate

What Are Some Additional Benefits?

Home equity is good, but it’s not great. Cash can be much better, as you can help your clients manage and leverage it for both their long-term financial prosperity and immediate enjoyment of life. But aside from the obvious, there are other benefits you may not be aware of.

Maximizing Interest Deductions*

A Growing Line of Credit

Sequence-of-Returns Risk Protection*

Please fill out my Case Study for Financial Professionals to examine a
specific client’s situation.

Why Should I Be Your Go-To Partner?

With more than 40 years in banking and finance, specializing in assisting the 62-plus age group, I can help you tap into your clients’ equity and access tools to maximize their portfolios.

Together, we can expand options for many of your clients as they approach their retirement years and help them increase their wealth by incorporating all the assets at their disposal.

Watch Financial Professional Testimonials

Hear the thoughts and experiences of professionals just like you.

Reverse Mortgage Skeptic Becomes a Major Advocate

Integrating a HECM Into a Strategic Retirement Plan

Why Housing Wealth Is Key for Many Homeowners

Financial Advisor with Reverse Mortgage Helps Sister Improve Her Life

Understanding the Value of a Reverse Mortgage Loan

Get a No-Obligation Reverse Mortgage Evaluation and Quote Today!

INFORMATION

CONTACT US

COMPLAINTS

LEGAL

Financial Advisors

Enhance Your Clients’ Retirements While Growing Your Business

Today, homeowners 62 and older are sitting on nearly $13 trillion in home equity. About 40% of them carry a mortgage with an average monthly payment of ~$1,000.

With the liquidity of a reverse mortgage loan, your clients can:

Increase their cash flow and net worth*

Eliminate obligatory monthly principal and interest mortgage payments (must pay taxes, insurance and home upkeep expenses)

Pay off other debt

Keep productive assets under your management*

Hear Why a Nationally Recognized Financial Advisor Turned From Skeptic to Advocate

What Are Some Additional Benefits?

Home equity is good, but it’s not great. Cash can be much better, as you can help your clients manage and leverage it for both their long-term financial prosperity and immediate enjoyment of life. But aside from the obvious, there are other benefits you may not be aware of.

Maximizing Interest Deductions*

A Growing Line of Credit

Sequence-of-Returns Risk Protection*

Please fill out my Case Study for Financial Professionals to examine a specific client’s situation.

Why Should I Be Your Go-To Partner?

With more than 40 years in banking and finance, specializing in assisting the 62-plus age group, I can help you tap into your clients’ equity and access tools to maximize their portfolios.

Together, we can expand options for many of your clients as they approach their retirement years and help them increase their wealth by incorporating all the assets at their disposal.

Watch Financial Professional Testimonials

Hear the thoughts and experiences of professionals just like you.

Reverse Mortgage Skeptic Becomes a Major Advocate

Integrating a HECM Into a Strategic Retirement Plan

Why Housing Wealth Is Key for Many Homeowners

Financial Advisor with Reverse Mortgage Helps Sister Improve Her Life

Understanding the Value of a Reverse Mortgage Loan

Get a No-Obligation Reverse Mortgage Evaluation and Quote Today!

INFORMATION

CONTACT US

COMPLAINTS

LEGAL

Please fill out my Case Study for Financial Professionals to examine a
specific client’s situation.