Reverse Mortgages

Thank you for your interest in exploring how the reverse mortgage may fit into and enhance your retirement plan.

A reverse mortgage is a very big step. Careful planning, often involving family members and/or trusted financial advisors, is important.

We take our job as your reverse mortgage expert very seriously. We go through a thorough process to determine if you are eligible for a reverse mortgage and if it is the best option for you.

Discovery

Complete the Reverse Mortgage Eligibility Form to connect with your Reverse Mortgage Planner.

Analysis

Your Reverse Mortgage Planner will prepare a proposal outlining your options.

Discussion

The Reverse Mortgage Planner will present the proposal to you and/or your financial planner.

Implementation

Reverse Mortgage Planner will collect documents, application, order appraisals, etc., and work with the lender to fund your loan.