NAIFA Members & CHEA Designees: Help Your 55+ Clients Gain Greater Financial Flexibility

As a valued member of the National Association of Insurance and Financial Advisors (NAIFA) and a Certified Home Equity Advisor (CHEA), you understand the strategic role home equity can play in a well-rounded retirement plan. 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 13 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.

View the CHEA classes currently open for enrollment HERE!