- 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
Find 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.
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Is Unlocking Home Equity Right for Your Client?
- 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.