Resources Library

Browse on-demand resources and strategies designed to help your clients improve retirement with home equity.


Learn how a reverse mortgage fits in as part of a client’s comprehensive retirement strategy.

  • Improves cash flow
  • Provides flexibility and freedom
  • Protects against downturns
  • Elevates lifestyle
Download PDF

Preparing for the Rebound, CFP CE

August 11, 2022

Usage Cases
Pay for grandchildren’s college expenses.

Name: Charlene K.

Age: 72

Home Value: $650,000

Potential Loan Amount: $360,000


A reverse mortgage line of credit withdrawing $40,000 per year for 10 years* while retaining home equity.

To have income tax-free retirement funds.

Name: Martin S.

Age: 62

Home Value: $750,000

Potential Loan Amount: $368,500

Retirement Savings: $1,300,000


A reverse mortgage line of credit on his home to pay the taxes on his Roth conversions, allowing for tax-free growth* and distributions for the rest of his life. His heirs will inherit the Roth income tax-free as well.

To maximize Social Security benefits.

Name: Sarah S.

Age: 66

Home Value: $525,000

Potential Loan Amount: $288,225


A reverse mortgage line-of-credit to supplement her cash flow, allowing her to delay taking Social Security and maximize the benefit.

Stay up to date

Reducing Retirement Risk with Home Equity


As a guest contributor for Advisor Perspectives, Steve Resch explains why mass affluent clients are choosing to reduce financial risk utilizing home equity.

Read Article

As Boomers Retire and Clients Live Longer, How Will Advisers Respond?


Steve Resch of Finance of America breaks down the longevity issues that are at the heart of planning issues today. How advisers respond will be key to their success.

Watch Video

Groundbreaking New Study Demonstrates Reverse Mortgages Can Reduce Risk and Increase Wealth for Retirees


Finance of America Reverse (FAR), a retirement solutions company, announced that a new study published today in the Journal of Financial Planning

Read Article

Credit and Home Equity Model Language for Financial Service Firms


Insights from the Academy for Home Equity in Financial Planning at the University of Illinois on how prudent use of home equity can help secure a better retirement.

Read Article

The Boomer Effect: How Will So Many Seniors Get Long-Term Care?


Industry expert Phil Walker explains how using a reverse mortgage as a standby line of credit can address the growing gap between medical insurance and long-term care.

Read Article

Client Opportunity Assessment


Simple questions to help you and your client evaluate if a reverse mortgage may be right for them.

Download PDF