Financial Advisors: Help Your 55+ Clients Gain Greater Financial Flexibility
Thank you for your interest in exploring how a reverse mortgage might complement and strengthen your client’s retirement strategy. To begin, simply complete the scenario request form using the details of a client you’d like us to review.
5 STEPS TO INTEGRATE HOME EQUITY INTO YOUR CLIENT’S FINANCIAL PLANNING PROCESS
- Discovery – Fill out this Case Study Form to connect with your Fairway Reverse Mortgage Planner (RMP)
- Analysis – Your Fairway Reverse Mortgage Planner will run a proposal with the client case team to determine benefit
- Discussion – The Reverse Mortgage Planner will present a case study to you via our proprietary relationship with EquityTrax
- Presentation – You and the Reverse Mortgage Planner will present the benefits of using their home equity to the client
- Implementation – Fairway Reverse Mortgage Planner will collect documents, application, order appraisals, etc., and close in app. 3-4 weeks.
There is over 14 TRILLION* in home equity locked in the properties of homeowners over 62 –
How much more AUM or Insurance could you be managing for them if we tap it?
*Source: National Reverse Mortgage Lenders Association, 2024.