Available to homeowners age 62 and older, reverse mortgages let you tap into your home’s equity without monthly payments. Funds can be received as cash, monthly income, or a line of credit. It’s a way to supplement retirement income while staying in your home.
Scenario
Linda, a 68-year-old widow, wanted to supplement her retirement without selling her home. With a reverse mortgage, she turned her home equity into a monthly income stream — allowing her to stay in the house she loves while reducing financial stress.

Borrower Checklist:
Age 62 or older
Primary residence only
Sufficient home equity
Documentation Checklist:
Proof of age (driver’s license, ID)
Mortgage statement
Property tax & insurance bills
HUD counseling certificate
34125 US Highway 19
Suites 110 and 200, Office 291
Palm Harbor, FL 34684
1.813466.4319
NMLS: 1693869 | 130562

Licensed by the Department of Financial Protection and Innovation (DFPI)