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.