- Does your client need more protection against long-term care events and/or medical expenses?
- Does your client have an existing HELOC, or have you recommended a line of credit?
Unlock Financial Opportunities in Uncertain Times
This often overlooked source of stability can be the difference between a secure retirement and one burdened with the worry of market volatility.
Finance of America Reverse LLC (FAR) gives you research-backed tools that can empower seniors seeking stability in retirement. Hardly a last resort, our robust suite of reverse mortgages can strengthen portfolios at all levels of net worth, offering fully customizable loans up to $4 million.2
Steve Resch
VP, Retirement Strategies
Gabrielle Welter
Retirement Solutions Mgr
Speak to Our Specialists
Contact FAR’s Reverse Strategies Division to receive detailed
scenarios tailored to your clients’ needs.
Phone
(888) 580-6895Find Home Equity Solutions
Enter your client information to start reviewing options for your client. Need more information? Speak with a specialist to receive detailed scenarios tailored to your clients’ needs.
Reverse Mortgages Explained in Under 2 Minutes
Is Unlocking Home Equity Right for Your Client?
Risk Management
Home Purchasing
- Is your client considering purchasing a second home or investment property?
- Does your client need to efficiently own two homes without draining invested assets? (ex. divorce)
Income & Investing
- Does your client still pay a mortgage?
- Does your client wanting/needing to retire before their Social Security maximum benefit age?
- Is your client younger than 72, holding tax-deferred investments, and wanting/needing additional income?
- Is your client short on paying the tax on a Roth conversion?
Estate & Legacy Planning
- Is your client interested in leaving a living legacy? (ex. charitable donations, trusts, funding grandchildren’s education)
Unlock More Opportunities for Clients
Contact FAR’s Retirement Strategies Division to learn how accessing home equity can be a smart and strategic piece of holistic financial plan.
Contact Us+1 (888) 580-6895RSD@FAR.com