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!
Scenario Request Form
| “The CHEA 8‑hour CE program is a practical and well‑structured course. It delivers clear opportunity to be holistic with housing equity opportunities, meaningful real‑world examples, and advisor‑focused application that can be put into practice immediately. The instruction is engaging, relevant, and reinforces the professional standards NAIFA promotes. I would strongly recommend this course for any NAIFA chapter. It elevates advisor competence, strengthens consumer advocacy through NAIFA advisors, and provides a high‑value educational experience that benefits both new and seasoned professionals.” – Justin Manning NAIFA Wisconsin Director | “I found the CHEA training very informative and highly educational. I consider the training sessions to have been quite worthwhile. I liked the training broken into two four-hour sessions a day apart, Tuesday and Thursday morning. It fit well into my busy schedule. The content was excellent, both clear and understandable. As a testament to the value and benefit of what I learned, I was able to immediately begin discussing the solutions provided by a reverse mortgage on the very same day in a client meeting after I had completed the training. As a member of NAIFA for thirty-five years, I was very glad to see NAIFA providing this opportunity to its membership. I highly recommend this training to any advisor who is seriously undertaking comprehensive financial and retirement planning on behalf of his or her clients.” – Mark S. Farnan President, Retirement Income Planning LLC | “I really enjoyed the CHEA course and designation/certificate. Not only was the content easy to understand, but felt very informative. My certified experts from Fairway were very knowledgeable and gave examples of the different types of options that people have in using their home equity in different ways to help fund some of the retirement needs. I would recommend this certification 100% so that Advisors can further their holistic planning approach and know what all is out there for their clients.” – Todd Miller Financial Planner |
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“The educational program was detailed and thorough. Myths were dispelled and both advantages and disadvantages were discussed. Every advisor should go through the class to have a better understanding of how reverse mortgages work and how they compare to other mortgage options work.”
John W. Wheeler, Jr. CFP, CLU, ChFC, CRPC, LUTCF, LACP, CLTC
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CERTIFIED HOME EQUITY ADVISOR
(CHEA) CREDENTIAL HANDBOOK
Let’s Walk Through the Strategy Together
Connect with Neil Gelbert, Fairway’s AVP of Customer & Partner Success, to see how reverse mortgages can complement your clients’ retirement plans.
Neil.Gelbert@FairwayMC.com
Schedule time on Neil’s calendar HERE