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.

We're sharpening our tools: updated version coming soon.

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