Benefits for Financial Professionals
Financial Professionals

Enhance Your Clients’ Retirements While Growing Your Business

Today, homeowners 62 and older are sitting on over $11 trillion in home equity. About 40 percent of them carry a mortgage with an average monthly payment of ~$1,000.

For those clients who are 62 and up, a reverse mortgage loan turns part of the equity that is trapped in their homes into tax-free cash.* That means new funding to apply to their comprehensive financial plan as well as increased sales volume and AUM for your business.

Let’s Improve Retirement Life

With the liquidity of a reverse mortgage loan, your clients can:

Increase their cash flow and net worth*
Eliminate obligatory monthly principal and interest mortgage payments
Pay off other debt
Keep productive assets under your management*  

Reverse Mortgage Skeptic Becomes Major Avdocate

Best-selling author and financial services speaker Joe Jordan was once highly skeptical of reverse mortgage loans. But after learning more about them, he now believes that they are a great option for people in a variety of financial situations.

What Are Some Additional Benefits?

Home equity is good, but it’s not great. Cash can be much better, as you can help your clients manage and leverage it for both their long-term financial prosperity and immediate enjoyment of life. But aside from the obvious, there are other benefits you may not be aware of.

Maximizing Interest Deductions*

Reverse mortgage loans include a flexible repayment feature that you can use to increase your clients’ itemizations and maximize their mortgage interest deductions, enabling them to stack tax deductions.*

A Growing Line of Credit

Reverse mortgage loans offer a number of payouts types, and one in particular has a unique growth feature that can help preserve your clients’ retirement funds. With a reverse mortgage line of credit, any unused portion grows through the duration of the loan, which provides additional funds over time.

Why Fairway Should Be Your Go-To Partner

It’s not just because we’re nationwide and have served millions of clients, it’s because customer service is a way of life to us. We will work with you to integrate home equity into your clients’ financial planning process. As part of our exclusive partnership with Circle of Wealth and MoneyTrax, we have developed a tool specifically for you called EquityTrax, that tracks your clients’ home equity outlook throughout retirement.

See Our Financial Advisor Testimonials

Reverse Mortgage Skeptic Becomes a Major Advocate
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Financial Advisor with a Reverse Mortgage Loan Helps Sister Improve Her Life
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Understanding the Value of a Reverse Mortgage Loan
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Why Housing Wealth Is Key for Many Homeowners
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Integrating a HECM Into a Strategic Retirement Plan
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*This advertisement does not constitute tax and/or financial advice from Fairway.

Copyright©2026 Fairway Independent Mortgage Corporation (“Fairway”) NMLS#2289. 4750 S. Biltmore Lane, Madison, WI 53718, 1-866-912-4800. All rights reserved. Fairway is not affiliated with any government agencies. These materials are not from HUD or FHA and were not approved by HUD or a government agency. Reverse mortgage borrowers are required to obtain an eligibility certificate by receiving counseling sessions with a HUD-approved agency. The youngest borrower must be at least 62 years old. Monthly reverse mortgage advances may affect eligibility for some other programs. This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply. Equal Housing Opportunity. Fairway Independent Mortgage Corporation NMLS ID #2289 www.nmlsconsumeraccess.org.