Your clients trust you to bring them every retirement advantage
Protect Their Savings
Turn Home Equity into Retirement Income
with flex pay mortgages
Flex Experts are Forward Thinking
Northwestern Mutual Financial Advisers
Who understand that modern retirement planning requires adaptability, leveraging home equity as a strategic tool to create long-term financial stability. They provide comprehensive, forward-thinking solutions that empower clients to age in place, preserve their assets, and enjoy retirement without financial uncertainty.
Protect Retirement Savings from Being Drained Too Soon: Instead of selling off investments during market downturns, clients can use their home equity to supplement income—preserving their portfolio for longer-term growth.
Give Clients Financial Freedom Without Sacrificing Their Home: Many retirees resist selling their home, but they still need additional funds. A reverse mortgage allows them to stay in the home they love while unlocking a new source of income.
Strengthen Client Relationships and Your Business:
Offering innovative solutions like reverse mortgages not only differentiates you from other advisors but also builds long-term client trust and ensures financial stability for both your clients and your business.
Learn more about how 'Flex Mortgage' options
can help your clients extend their retirement goals.
Becoming a Flex Expert
Offer strategic income solutions to your homeowner clients over the age of 62
STEP ONE:
Join the Flex Network
To Learn More About Flex Pay Mortgage Options
Gain access to exclusive training, industry insights, and client-facing tools that help you seamlessly integrate home equity into your retirement planning strategy.
STEP TWO:
Meet Your Flex Pay Mortgage Partner
Your Flex Pay Mortgage Partner will work one on one with you and your clients to find the right solution that fits their specific needs and long-term goals.
STEP THREE:
Help Your Client's Unlock Tax Free Retirement Income
Use our educational and marketing materials to introduce Flex Mortgage options when they make sense for your clients.
Bring Clients Every Advantage with Innovative Income Solutions
and a mortgage partner that aligns with your vision and values for your clients.
Providing supplemental income and relieving fears of "running out of money" in retirement.
Allowing retirees to age in place in the home that they cherish and love.
Providing retirees with peace of mind and financial security.
Frequently Asked Questions (And What You Need to Know)
How is this different from a traditional reverse mortgage?
You’ll typically need proof of income, bank statements, tax returns, and credit information. Specific requirements may vary by lender.
How much can I borrow for my mortgage?
Your borrowing amount depends on your income, credit score, down payment, and debt-to-income ratio. A pre-approval can give you a clearer estimate.
What’s the difference between a fixed-rate and adjustable-rate mortgage?
A fixed-rate mortgage has a steady interest rate throughout the term, while an adjustable-rate mortgage (ARM) has a rate that may fluctuate after an initial fixed period.
How long does the mortgage approval process take?
The timeline can vary but generally takes 30-45 days, depending on factors like document verification, appraisals, and lender-specific processes.
Start Helping Clients Build a Stronger Retirement Today!
✔️No obligation, just educational
✔️ Exclusive insights for financial professionals
✔️ Backed by trusted mortgage & financial partners
Location: 2125 8th Avenue South, Suite 102, Nashville TN 37204
Call (760) 846-2810
Email:
Site: https://www.smartstartnashville.com/
