Helping you crunch the numbers for your clients

Free online advisor tools. Use the calculators below to discover how a reverse mortgage can be an integral part of your clients’ financial plans. Both are easy to use—and do not require registration or disclosure of clients’ personal information.

Retirement Readiness Tool​

See how home equity impacts your clients’ retirement plans

  • Retirement prep tool—no software license required
  • Calculate a readiness score with 6 simple inputs
  • Easy-to-read reports: save, print and share
  • Custom web link to send clients

Methodology provided by Dr. Wade Pfau

Reverse Mortgage Estimator

A simple way to get a quick, online estimate

  • Learn how much cash your clients may receive
  • Get results instantly
  • Run as many scenarios as you wish
  • Offer as much or as little information as you like
retirement Readiness Tool
Get a custom web link to send your clients
Advisor Help Line