Finance of America Reverse (FAR), a leading retirement mortgage solutions innovator, today announced an agreement with Morningstar%2C+Inc., a leading provider of independent investment research, to become its first reverse mortgage education provider.* FAR’s educational tools, which show how to stabilize a retirement plan with home equity, are now available to 150,000 financial advisors in the United States through Morningstar Advisor Workstation™, a web-based investment and financial planning system. The aim is to equip financial advisors with timely information and tools needed to navigate the breadth of home equity options available to their clients ages 55 and older. Additionally, the collaboration demonstrates to advisors how this often-overlooked asset can help their clients plan for retirement.
Finance of America Reverse and Morningstar Collaborate to Educate Financial Advisors about Reverse Mortgages
Oct 13, 2022
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