Enhance Your Clients’ Retirements and Grow Your Business
Today, homeowners 62 and older are sitting on nearly $12 trillion in home equity. About 40% of them carry a mortgage with an average monthly payment of around $1,000.
For those clients who are 62 and up, a reverse mortgage loan turns part of their trapped home equity into tax-free cash.* Rob and the Kanyur Reverse Team can help you access this new source of funding for financial plans that can also increase your sales volume and AUM.
With the liquidity of a reverse mortgage loan, your clients can:
Increase their cash flow and net worth
Eliminate obligatory monthly principal and interest mortgage payments (must pay taxes and insurance)
Pay off other debt
Keep productive assets under your management
Hear From a Retired Financial Advisor & HECM Customer
What Are Some Additional Benefits?
Home equity is good, but it’s not great. Cash can be much better, as you can help your clients manage and leverage it for both their long-term financial prosperity and immediate enjoyment. Aside from the obvious, there are other benefits you may not be aware of.
Maximizing Interest Deductions*
Reverse mortgage loans include a flexible repayment feature that you can use to increase your clients’ itemizations and maximize their mortgage interest deductions, enabling them to stack tax deductions.*
A Growing Line of Credit
Reverse mortgage loans offer a number of payout types, and one in particular has a unique growth feature that can help preserve your clients’ retirement funds. With a reverse mortgage line of credit, any unused portion grows through the duration of the loan, providing additional funds over time.
Why the Kanyur Reverse Team Should Be Your Go-To Partner
Rob is a proud member of FPA (Financial Planning Association), AFEA (American Financial Education Alliance) and NAIFA (National Association of Insurance and Financial Advisors). He has helped countless financial professionals better serve their 62+ clientele. As a part of Fairway, we can also give you access to EquityTrax, a tool that tracks your clients’ home equity outlook throughout retirement.
Hear From Financial Professionals
Reverse Mortgage Skeptic Becomes a Major Advocate
Understanding the Value of a Reverse Mortgage Loan
Why Housing Wealth Is Key for Many Homeowners
Let’s Improve Retirement Life
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*This advertisement does not constitute tax and/or financial advice from Fairway.