Checklists and Guides
All the planning and paperwork surrounding a reverse mortgage can seem overwhelming. Use this comprehensive guide to complete your reverse mortgage application
Financial Planning for a Reverse Mortgage: Your 4 -Step Checklist
A step-by-step guide to help you gather the financial documents needed to decide whether you (or your parents) are a good fit for a reverse mortgage.
The Reverse Mortgage Self-Evaluation Guide
This guide provides basic information about reverse mortgages and offers a few key questions that can help you decide whether a reverse mortgage could be right for you.
What You Need to Know About Your HECM Reverse Mortgage After Closing
This guide explains what your rights and responsibilities will be under a reverse mortgage. Reviewing this information before entering an HECM contract can help ensure that you are fully informed in advance.
What Do I Do When My Loan is Due?
This guide describes the events that will trigger your reverse mortgage loan to come due, and the process you can expect for settling your debt
Booklets
National Council on Aging’s Use Your Home to Stay at Home
Are you an older homeowner who wants to stay in your home as you age? Explore your options to tap into your home equity with this National Council on Aging free guide
Other Resources
The inclusion of housing wealth in retirement planning is proving to be a game changer.Listen to the Senior Bulletin podcast as George Downey talks about when a reverse mortgage makes sense – https://www.buzzsprout.com/817333/5409868
Seniors First has launched a new radio show and podcast on Talking Information Center! Hosted by George Downey, CEO of Harbor Mortgage Solutions as well as the founder of Seniors First, the monthly show will include a wide range of professional experts who serve the senior community. Listen to the first show, the “12 Scams of Christmas” now!
Listen to Brett Kirkpatrick as guest on the Voice of Business show hosted by John King on Beverly Community Access Media
Listen to elder law attorney Patrick Kelleher and reverse mortgage professional George Downey – My Generation Radio Show interview
Reverse Mortgage Sales Pros Discuss Effective Marketing Practices – Chris Downey featured in Reverse Mortgage Daily
Can You Refinance a Reverse Mortgage?
Refinancing a reverse mortgage makes more sense for some homeowners than for others.
Chris Downey featured in Rebecca Lake’s article in U.S. News & World Report
Here’s How Some HECM Originators Connect with Financial Advisors
Brett Kirkpatrick shares ideas with HousingWire.
Local Spotlight: Reverse Mortgages in New England
George Downey featured in Reverse Mortgage Daily
Six Tips for Building a Reverse Mortgage Referral Network
In today’s rocky reverse mortgage landscape, it’s clear that a strong referral network is a major component to success… Chris Downey featured in Jessica Guerin’s article in Reverse Mortgage Daily
Reverse Mortgage Daily featuring Brett Kirkpatrick on Home Equity Conversion Mortgage
My Generation Radio Show interview with George Downey on Reverse Mortgages
In Your 60s: Refi or Reverse Mortgage?
With millions of Americans short of cash heading into retirement, a reverse mortgage may not be a luxury – it could be a necessity… Chris Downey featured in Brian O’Connell’s story in TheStreet
Retirement Expert Touts Benefits of HECM LOC
Retirement income planning expert Jamie Hopkins, an associate professor at the American College, joined host Consuelo Mack for an episode of Wealth Track, to discuss the importance of developing alternative sources of income after leaving the work force. The advanced planning strategy leading to, what Mack called a “personal retirement paycheck,” must take into consideration the value of housing assets and that setting up a reverse mortgage line of credit early enables retirees to create a cash buffer, if needed, during a bear market.
