From Mortgage Debt to Retirement IncomePay off your home faster, generate income for life, and break the chains of conventional mortgages and retirement planning.
It’s not magic. It’s math.Available since 2022 and now nationwide, Convert your mortgage to retirement income represents the culmination of years of hard work, careful research and innovation from the program architects.
We help clients pay off their home debt much faster and with a smaller interest bill than traditional mortgages, all while creating tax-advantaged retirement income for the rest of their life. The average client pays off their home in five to seven years, saves over $100,000 in interest paid and creates tax-advantaged retirement income for life. So how does it work? By leveraging existing insurance and home equity products in tandem, we create a best-of-both-worlds outcome that helps clients of all asset sizes secure their nest and their nest egg. The biggest problems often call for the most innovative solutions. This plan will help address the most common concerns such as:
Who we help – make yourself at home.Our top priority is always doing the right thing. That means taking the time to find out if you’re an ideal client for our program. It isn’t a good fit for everyone, but if you’re a disciplined spender and budgeter, chances are we can help you.
With our plans, asset size doesn’t matter as much as income vs expenses – in fact, that is our no. 1 predictor of success. The larger the monthly profit in your household, the better our plans work. With just a few data points from you, our advisors can determine within seconds whether you’re an ideal candidate for a plan. Are you ready to find out? Contact Us To Learn More |
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