At RMCases.com, we strive to provide practical and applicable reverse mortgage strategies to the public. Our series of case studies is the central part of our mission. Yes, these are real-life examples. However, keep in mind the following:

1. Privacy – Although the study reflects real scenarios, personal information will never be disclosed in these case studies. The names being used are randomly generated.
2. Numbers – The figures shared in the study are accurate and rounded to the nearest hundred for simplicity. 
3. Results – The results obtained from a reverse mortgage vary based on numerous factors, such as eligibility, market conditions, specific program types, and individual circumstances.
4. Professional – If you decide to apply or advise others to apply, clarify that these case studies should not serve as a baseline for their “loan numbers.” Consult a professional to come up with a game plan for you.
5. Tailor-fit Approach – Every execution plan is customized based on the individual’s unique circumstances. I suggest you find a case study that best mirrors your situation, then study the strategy implemented to accomplish the end goal. 

If you are early in your research process, I suggest starting with our articles explaining the basics of the reverse mortgage.

We are not a lender ourselves. We are a network of licensed loan officers who all approach retirement with your longevity and security in mind.

If you appreciate the way we approach this loan, click the button below, and one of our RM Cases featured professionals will reach out to you.