Here at Reverse Freedom Mortgage we love working with Financial Advisors. Our view point is that every Financial Advisor should consider their clients home equity as part of their long term retirement plan when reviewing their portfolio and retirement income distribution. The Home is a the single largest asset in a clients portfolio in addition to their other retirement assets (Social Security, IRA, 401K, Life Insurance, etc.)
How many times have you sat down with your clients and recognize they are underfunded for retirement? Let us here at Reverse Freedom Mortgage show you how the integration of a reverse mortgage strategy can help your clients secure a stronger and more stable retirement.
Each and every year we help Financial Advisors understand how valuable a Reverse Mortgage (HECM) can be to a client who is trying to stretch their retirement dollars and compensate for longevity risks.
Oh and did we mention that the funds from a Reverse Mortgage are TAX FREE!