A Picture is Worth a Thousand Words
The housing wealth illustrator is designed to help advisors
visually understand the power of housing wealth
If you have any questions please contact us Here
CASE STUDY
- 65 year old couple in a $450,000 home
- $180,000 mortgage, comfortably paying $1,500 a month
- Would like to have some flexibility in their plan for the “what ifs” of retirement
- Read a Forbes article on 6 Strategies for Carrying a Mortgage into Retirement and gravitated towards Concept #1
- Showed article to their advisor who in turn requested an Housing Wealth Illustration to become more informed
HECM Exchange Strategy
(1) Voluntary Loam Payment (2) Decreasing Loan Balance – Red line (3) Increasing and Available Line of Credit – Green Line