— 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?

ActualHypothetical

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

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