- A personal, one-on-one consultation with me. I will analyze the needs of the senior candidate to ensure that one of our many reverse mortgage options is a practical solution. We then share a detailed cost analysis and comparison breakdown.
- We provide each candidate with a printed version of the Reverse Mortgage Comparison Breakdown along with other required documents. We review the breakdown and other information with each senior candidate to ensure that the senior clearly understands the options and benefits of different Reverse Mortgage scenarios.
- We strongly encourage all senior candidates to reach out and seek advice from loved ones: family and friends, as well as financial and/or legal advisors regarding their decision to move forward with a Reverse Mortgage.
