Call Today! 1-800-442-2477

SCHEDULE A FREE DEMO
close

Thank you for subscribing to our pro newsletter!

OK

Enhance Your Clients’ Retirement
Through a
REVERSE MORTGAGE

The Tax Cuts and Job Act of 2017 has an immense impact on mortgage deductibility. These changes have elevated reverse mortgages as an important strategic tax planning tool for accessing home equity, IRA Roth conversion, and much more.

CountingWorks PRO has developed a turnkey marketing and referral program to help tax professionals educate their clients about Reverse Mortgages’ many tax and estate benefits.

You can either include Reverse Mortgages as part of your packaged tax planning programs or simply refer your qualified clients to David Gittelson and our preferred lender, Finance of America.

Your clients will receive:

  • Discounts / Closing Credit staring at $500
  • Preferred Pricing
  • White-glove concierge coaching and advice

As a referral partner, you will receive:

Or reach out to David Gittelson
at 818-292-1300