Scenario-request checklist
The minimum questions to frame a benefits-first conversation without collecting an application.
For professionals
Reverse mortgage resources to share with clients
Use these guides and printable checklists to discuss costs, alternatives, and the responsibilities that come with borrowing against a home.
Reason to Say No
A one-page stop-sign framework for advisors and families.
Benefits-first overview
Start with the household goal, then document alternatives and obligations.
Share an educational next step
Let the homeowner choose a guide or book a general educational meeting.