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Reverse Mortgages are a Powerful Tool
Click Here To View Reverse
Mortgage Presentation
For Estate and Financial Planning
Many people believe they have a basic understanding of the reverse
mortgage, and usually see it as a way for seniors who are struggling
financially, to liquidate some equity and access some additional
cash flow, to help make it through their remaining senior years.
And certainly some people need the product just to make ends meet.
But it also has many benefits to the seniors that are financially
sound.
Leveraging Equity Overview
This can be a powerful tool for financial and estate planning.
By leveraging a Reverse Mortgage it can reduce the taxable portion
of the retained equity of a home, while making available additional
funds in which can be invested into creative financial planning
products. These additional funds can pay for other creative financial
services such as fixed long term care, medi gap insurance, annuity
products, or the purchase of single premium life insurance policies
without going into their existing retirement funds.
Have your financial planner call us today so we can send them
some examples of various estate/financial planning scenarios or
check out the Financial Planners Guide. Using creative financial
planning products in combination with a Reverse Mortgage can help
leverage your existing financial situation into a better financial
position for you.
If you need further information, or if you have any questions
or comments, please call our Toll Free Phone Number at 1-866-363-1914
or Click Here.
Financial Planners - Please
Click Here to Download a Power Point Presentation specifically
designed for Financial Professionals.
If you represent a large organization and would like our support
training your organization on how to leverage this powerful Financial
Planning Tool - then please Click
Here to Email us.
If you are looking into how much one of your clients will qualify
for - Please submit all your potential clients using the Free
Analysis Form and put your information in as the alternate contact.
NOTICE - If you are a Mortgage Professional and want to originate
reverse mortgage loans- We can provide you with one of our preferred
Lender's Broker In programs.
Please refer to the Employment Section to send a resume to one
of our preferred Lender's if you are looking for a Reverse Mortgage
Consultant Position. Thank You!
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