Call Today 844.802.7840

PARTNERING WITH ADVISORS' TO HELP MEET THEIR CLIENT'S GOALS SINCE 1993

We simplify the mortgage process for you and your clients. 

Call Today 844.802.7840

PARTNERING WITH ADVISORS' TO HELP MEET THEIR CLIENT'S GOALS SINCE 1993

We simplify the mortgage process for you and your clients. 

HOW WE HELP YOUR CLIENTS

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Educate

Only half of baby boomers have retirement savings, 55% to be exact, and 42% of those with savings have less than $100,000. The result of this sobering statistic, published by the Insured Retirement Institute, is that half of retiree’s are, or will be, living off their Social Security benefits. 


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Inform

Based on U.S. Census Bureau figures collected in 2011, 77% of a retiree’s net worth is locked into their home equity. That’s currently over $6.3 trillion in senior housing wealth and it’s growing daily as 10,000 people turn 62 every day. These statistics make it astonishing that so many advisors ignore home equity when creating retirement plans. 

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Execute

While working with a well-versed advisor, a reverse mortgage could be customized to meet or complement a clients’ retirement goals. Such goals may include long-term care, improving cash flow, mitigating sequence of returns risk, delaying other income streams, emergency expenses, eliminating mortgage payments * or even purchasing of the right house after retirement. 


*must maintain home as primary residence, and keep property taxes, homeowners insurance and HOA dues current

MORTGAGE PROGRAMS

Reverse Mortgage or HECM Loan

A Reverse Mortgage or Home Equity Conversion Mortgage (HECM) is a sophisticated tool that, if used wisely, could help guide clients through retirement comfortably.   

Traditional Forward Mortgage 

Fixed or Adjustable, Purchase or Refinance, Payment Terms for up to 30 years.

AdvisorMortgage

4536 Bonney Rd, Suite B, Virginia Beach, Virginia 23462, United States

info@advisormortgage.com 844.802.7840 (t) 757.500.2689 (f)

Legal Disclosures

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