Financial Professionals: Give Your 62+ Clients the Financial Flexibility They Desire!
Thank you for your interest in exploring how the reverse mortgage loan product may fit into and enhance your client’s sound retirement plan. We here at Fairway Independent Mortgage Corporation look forward to demonstrating to you how your client’s home equity can be a real game changer for their retirement cash flow strategy. To get started, simply complete the request form (to the right) based on a client of your choosing.
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 10 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, 2022.