Solving for longevity in retirement can be exceptionally challenging. Some clients age 55 and older may be feeling the impact of inflation, higher rates, and volatile portfolios. While you do your best to protect and actively manage your clients’ assets, the strategic use of Home Equity and it’s ability to positively affect cash flow is often overlooked in the planning process. Don’t leave your client’s largest asset untouched – it could be the key to increased financial confidence.
What line of credit amount does your client have available to them? Email or call us with this information and we can give you a responsible estimate.
Date of Birth of Youngest Borrower ~ Home Value Estimate ~ City & State they live in ~ Amount of Any Mortgage, Helocs or Taxes Owed
Quick, confidential and useful information.
We are local, we meet with you and your clients, whether that is on-line, in their home or your office. We are dependable, conscientious and provide detailed analysis and recommendations.
As a Reverse Mortgage subject expert in the area, Kim is currently an approved CE provider for the State of Oregon Insurance Commissioner and the Certified Financial Planner Board (CFP). Get important Reverse Mortgage Information plus CE credit at the same time. Just ask!