— Welcome to the Housing Wealth Illustrator Page —

Developed for advisors who have either(1) completed the Certificate Course, (2) work with Don Graves, (3) have been invited to preview the material or (4) have a reverse mortgage partner that he has been approved by the Housing Wealth Institute

Advisor Information

Who Primarily Referred You to Us?

What Type of Client is this Illustration For?


NOTE: * = required information

Today's Date*

Advisor Name*

Advisor Phone*

Advisor Email*

Client Information

Client's Full Name

Client's Age*

Spouse Information

Spouse's Full Name

Spouse's Age

Property Information

Estimated Home Value*

Property State*

Liens Against Property
(Mortgages and/or Home Equity Loans)

Total Outstanding Loan Balances:* (even if its zero)

Total Monthly Loan Payments:* (even if its zero)

Voluntary Payments

Would you like to see an ADDITIONAL illustration showing the impact of a client making strategic loan payments? If so, how much per MONTH would they like to pay?

Additional Notes

Please add any other notes that may help us.

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