Reverse Mortgage Benefits for Financial Professionals & Clients

Financial Professionals

Don’t Miss Out on a Powerful Tool for Retirement Planning

Homeowners 62 and older have over $9 trillion in home equity, and about 40 percent carry a ~$1,000 per month mortgage. Reverse Mortgages turn part of that equity into tax-free cash and eliminate monthly mortgages. Borrowers must still pay taxes, insurance, and maintain the home.

Let’s Partner Up!

With freedom from monthly mortgage payments and enhanced liquidity, your clients can:

Increase their overall cash flow

Protect their retirement investments*

Pay off other interest bearing debt*

Have greater assets for you to manage

Hear from best-selling author and financial services speaker Joe Jordan.

The Reverse Mortgage Loan Line of Credit

Home equity is good, but cash is much better. For many Financial Professionals, the Reverse Mortgage Loan Line of Credit is the most advantageous way for their clients to receive their proceeds. Here’s why.

Line of Credit With Guaranteed Growth

Any unused portion of the loan grows at a guaranteed rate every month, turning client home equity into a reliable tax-free investment.* That line of credit is open-ended, allowing your clients to borrow from the line of credit, pay it back, then borrow or let it grow again.

Sequence of Returns Risk Protection

Market volatility can cause immense levels of stress for Financial Professionals and their clients. With this line of credit, your clients could draw from their investments when the market is up, and draw from their line of credit when the market is down.

Security for Healthier Spouses

A spouse significantly predeceasing the other can cause financial hardship. They may look to you to make up the difference in social security income without incurring extra risks. A Reverse Mortgage Loan Line of Credit can be a financial lifeline, especially with the proper groundwork.

Why Fairway Should Be Your Go-To Partner

It’s not just because we’re nationwide and have served millions of clients, it’s because customer service is a way of life to us. We will work with you to integrate home equity into your clients’ financial planning process. As part of our exclusive partnership with Circle of Wealth and MoneyTrax, we have developed a tool specifically for you called EquityTrax, that tracks your clients’ home equity outlook throughout retirement.

Let’s Partner Up!

Fairway’s Testimonial Video Series

Learn more about Reverse Mortgage Loans from real customers.

Curious About What You May Qualify For?

An accurate estimate requires a bit of personal information. Please fill out the following form and we will call you to talk through the numbers.

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