Who Can Be a Partner and How Does It Benefit You?

Many older Americans are struggling at a time when they own more than $2 trillion in untapped housing wealth. Over half the net worth of seniors is currently illiquid in their homes and other real estate. Does your company or organization's business involve working with seniors, or do you have strong ties to seniors? If the answer is yes, then being a part of our Partnership Connection Program may be suited for you.

Who Can Be a Partner

• Home Health Care Agencies
• Insurance Agents
• Insurance Whole sellers and Field Marketing Organizations
• Estate Planners and Elder Law Attorneys
• CPA’s and Tax Preparers
• Financial Planners and Investment Advisors
• Real Estate Companies
• Banks (without FHA approval)
• Mortgage brokers
• Other third-party companies

Benefits

By tapping into a portion of their housing wealth through a reverse mortgage, you have flexibility when:

• Implementing a financial plan that’s appropriate for your senior clients’ needs
• Implementing a long-term care plan or long-term care insurance that a senior client might otherwise do without because of limited personal funds
• Helping impaired, older homeowners pay for the services they need to continue to live at home and prevent premature institutionalization

Partnership Workshop Program

We will provide you with seminar materials and one of our Reverse Mortgage Advisors to assist you in demonstrating how a reverse mortgage may provide the funds necessary in implementing an estate or financial plan.

Goodwill

• Strengthen relationships with your clients and increase referrals by providing this value-added service
• Know that you’re doing something good by improving the quality of life for a senior

How to Get Started

There are no forms to complete or sign for membership. To find out if the Partnership Connection Program is right for you, continue to explore this program using the links on the left or jump ahead and read about "How to get started with a client". Click here to go there now.

MoneyIdeas for Mature Adults does not offer nor participate in any program in which a payment or exchange of services is offered for referrals.