Could a Reverse Mortgage Be Right for You?
Use this questionnaire to explore how a reverse mortgage might fit your financial needs:
Risk Management
✓ Do you or your family member need more protection against long-term care events and/or unexpected expenses?
✓ Do you or your family member have an existing HELOC or need a line of credit?
Income & Investing
✓ Are you or your family member still paying a mortgage?
✓ Do you or your family member want or need to retire before reaching the maximum Social Security benefit age?
✓ Are you or your family member under 72, looking for additional income, and holding tax-deferred investments?
✓ Are you or your family member short on paying the tax for a Roth conversion?
Home Purchasing
✓ Are you or your family member considering purchasing a second home or investment property?
✓ Do you or your family member need a way to efficiently own two homes without depleting invested assets (e.g., during a divorce)?
Estate & Legacy Planning
✓ Are you or your family member interested in legacy planning while still living, such as charitable donations, trusts, or funding grandchildren’s education?