Property Tax and Insurance Default on a Reverse Mortgage

Why this matters most

Unlike payment default on a forward mortgage, property charge default is the primary foreclosure driver on HECM loans.

LESA (Life Expectancy Set-Aside)

If the financial assessment shows risk, the lender may set aside part of your proceeds to pay taxes and insurance directly.

Prevention

  • Set up escrow-like budgeting even if not required
  • Enroll in property tax deferral programs if your state allows (consult advisor)
  • Keep insurance current; notify servicer of policy changes

When this is NOT a good fit

  • You cannot reliably pay property taxes, homeowners insurance, and maintenance
  • You plan to move within a few years
  • You need every dollar of home equity preserved for heirs
  • Medicaid or SSI eligibility depends on keeping assets below program limits (consult an elder law attorney)
  • You were pressured by a salesperson without time to research alternatives