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 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

Steve Resch

Vice President, Retirement Strategies

Gabrielle Welter

Manager, Retirement Strategies

Speak to Our Specialists

Contact Finance of America to receive detailed
scenarios tailored to your clients’ needs.

Phone

(888) 580-6895

Email

strategies@FinanceofAmerica.com
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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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Reverse Mortgages Explained in Under 2 Minutes

Is Unlocking Home Equity Right for Your Client?

Risk Management

  • 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?

Home Purchasing

  • 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 Finance of America to learn how accessing home equity can be a smart and strategic piece of holistic financial plan.

Schedule a meetingGet started
Contact Us(888) 580-6895strategies@financeofamerica.com