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Financial Planning Professionals
CPA, CFP, Estate Attorneys, Insurance Agents (Florida)
As a trusted advisor, your clients in Florida have come to rely upon your advice regarding financial issues affecting their daily lives and long term goals.
There are many myths today about reverse mortgage products and services. For this reason our organization is currently educating and working with other financial professionals such as: CPA’s, Estate Attorneys, Financial Planners, Insurance Agents, Credit Unions and Banks, to dispel the myths and set the record straight.
It will help you to better assist your Clients.
We offer several reverse mortgage Plans for seniors 62 and older to access the equity in their homes, tax-free. (Seniors are always encouraged to speak to their tax advisors.)
The homeowner makes NO monthly mortgage payments until they no longer occupy the home as a principal residence.
Title is ALWAYS theirs. If the home is sold any equity is theirs.
This is a Non-Recourse loan to them or their heirs. They would never have to pay more than the value of the home.
While this should NOT be the main purpose to get a Reverse, it could also provide capital for financial opportunities such as:
* Long-term Care expenses
* Supplemental Monthly Income
* Grandchildren’s College Education
* Estate Expenses
* Charitable Giving
* Medical Expenses
* Line of Credit
* Funding Trusts
* Insurance Products
* Avoid selling other assets
* etc...
Learn more from "The Source" Click links below
HUD's About Reverse Mortgages
HUD's Top Ten Things
Also, click on the Buttons on the left column for more information.
Read Financial-Planning.com's Nov1, 2011 article on
Reverse Mortgages and Financial Planning
Request Free Reverse Mortgage Information Brochure
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Home Purchase
Reverse Mortgage Financing Program
Now a Senior HomeBuyer can purchase a primary home in Florida with Reverse Mortgage Financing. NO monthly P & I mortgage payments as long as they live the home. This Program is ideal for the Senior wanting to buy cash, as they can keep part of the funds in their bank. Please click below to learn more.
http://HappySeniorHomeOwners.com/SeniorBuyers
We can partner with you and/or your client as a resource to educate them on which of our Plans best serves their needs. We would be happy to provide you with information, product material or visit with you about our programs.
Please contact me at 786-262-6486 or email: RodKohly@Gmail.com We look forward to sharing this exciting information with you and your colleagues.
We can offer you a Confidential Personalized Estimate for your Clients. 1) Fax 786-345-0783 or 2) email RodKohly@gmail.com me the required information or 3) fill out the form below.
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