A Resource You Can Trust to Share with Clients
CPAs, trust attorneys, and financial advisors need a reliable, educational resource about reverse mortgages that isn’t a sales pitch. This is that resource.
Complete Guide
How reverse mortgages work, explained for families
FAQ
20+ questions answered in plain English
All Guides
Complete library of educational content
Why Refer Clients to This Guide?
Reverse mortgages are increasingly relevant to the clients you serve. As home equity becomes a larger component of retirement wealth, your clients and their adult children are asking questions. They need answers they can trust — from a source that isn’t trying to sell them something.
This guide provides:
- Educational content written by a 28-year mortgage professional, not a marketing team
- Factual, compliant information about HECM reverse mortgages, including FHA guidelines
- Family-focused guides that speak to adult children — your clients’ primary decision-makers
- No pressure, no sales tactics — just information to help clients make informed decisions
Topics Your Clients Are Asking About
Professional Collaboration
Adam Heaney works regularly with CPAs, estate attorneys, and financial advisors to ensure reverse mortgage recommendations align with the client’s broader financial plan. He is available for:
- Joint client consultations
- Continuing education presentations for professional groups
- Direct referrals for clients exploring reverse mortgage options
- Custom scenarios and projections for specific client situations
“I view myself as an extension of your team. When a CPA or attorney refers a client to me, I make sure the reverse mortgage recommendation works within the financial plan you’ve already built together.”
— Adam Heaney
Want to Partner?
Reach out to Adam to discuss how he can support your clients and complement your advisory practice.