Preserve Assets and Mitigate Risk with a Reverse Mortgage

Preserve Assets and Mitigate Risk with a Reverse Mortgage

Many financial advisors and their clients are unaware of the benefits the various reverse mortgage programs can offer to help build and sustain a portfolio. Reverse mortgages turn home equity into non-taxable liquidity that can be accessed at any time, for anything. This dynamic tool can give your client an additional stream of income, separate from their investments, to preserve assets and mitigate risk.

To preserve assets and mitigate risk for your clients, then you need to know how a reverse mortgage can supplement your current strategy. Build an even greater legacy for your client with a reverse mortgage. The coordinated withdrawal strategy can make this possible and we would be honored to be your guide in implementing this strategy with your current portfolio of clients. Request a class for your office today to learn more about how you can grow your current book of business without adding any new clients. Call us at 503-427-1667. Classes available in person or webinar.


We teach advisors how they can deploy home equity strategically to mitigate risk, preserve assets and stabilize their clients’ portfolios, for life. Our suite of reverse mortgage products are made specifically for retirees aged 55+ to allow them to retire where, when, and how they desire.

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We give advisors a tool to better serve their older clients with loan options made just for them. Advisors who attend our class leave with new options for their clients aged 55+ and new ideas on how to grow their current book of business.

Fill out the form below or email us at to sign up for our next class or request a class for your office. CE credit available for certified CFPs.

Jeff is a very good instructor, engaging as well as informative, and interesting.  I have been to several of his classes and learn something new each time. His knowledge of the reverse mortgage world is vast but his presentation of the information is easy to grasp.  Some of the best classes I have attended.”

-Diane Cross, Principal Broker, The Associates Real Estate, inc. Prineville, Oregon


Jeff does a fantastic job of dispelling the rumors and fake news surrounding reverse mortgages. In the right situation, a reverse mortgage might be the perfect tool in a difficult situation.”

– Brad Eaton, Real Estate Agent, ExP Realty, Hillsboro, Oregon


I HIGHLY RECOMMEND Northwest Reverse Mortgage and their CE classes! I was so impressed with all of the information that Jeff Foody offered re: the updates to reverse mortgage lending. It definitely is a new and improved program and I was thrilled to learn that they now have programs that will help my clients with purchasing! The way he explained how easily they could go through the process compared to a bridge loan had me calling some of my clients and even family members to share the news. They have wonderful classes that will help with options for those you know that may want to age comfortably in place or may need the funds to help with downsizing. Breazy, who handles his Business Development, is an absolute light to this world. Her energy and loving care she shows each client always has me leaving every conversation with such good energy. You will be wowed and appreciate all this team offers in the form of loving kindness to our seniors and the timely education topics for professionals!”

– Veronica Park, Principal Broker at Cascade Hasson Sotheby’s International Real Estate in Lake Oswego and President of the Women’s Council of Realtors in Portland Oregon


Not only is the topic of reverse mortgages an uber-compelling solution for the demographics and economics of our current society, but Jeff Foody as a presenter is a phenomenal experience.  Watching a presentation by Jeff is the perfect fusion between information and entertainment. He takes a topic that has the potential to be complex and simplifies it down to where anybody and everybody understands it and enjoys the process. I highly recommend that anyone that wants to learn more about reverse mortgages should connect with Jeff and his team at Northwest Reverse Mortgage.

– Justin Stoddard, CEO | Consultant | Coach at Think Bigger Real Estate and author of The Upstream Model

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© 2019 Northwest Reverse Mortgage, LLC
Powered by Amerifund Home Loans Inc. NMLS #347051

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Licensed in Oregon, Washington, California, Idaho, Arizona, Texas and Florida.

Office: (800) 806-1472
Toll Free: (800) 806-1472
Fax: (541) 253-4370


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Contact Us

Northwest Reverse Mortgage
10121 SE Sunnyside Rd
Ste 300
Clackamas, OR 97015
Phone: (503) 427-1667

Gresham Area

Northwest Reverse Mortgage powered by Amerifund NMLS #347051. Equal Opportunity Mortgage Broker licensed in Oregon, Washington, California, Idaho, Arizona, Texas and Florida. Credit on approval. Terms subject to change without notice. Not a commitment to lend. Contents not provided by, or approved by FHA, HUD or any other government agency. All potential tax benefits should be verified with a professional licensed tax advisor. NMLS Consumer Access

At the conclusion of a reverse mortgage, the borrower must repay the loan and may have to sell the home or repay the loan from other proceeds; charges will be assessed with the loan, including an origination fee, closing costs, mortgage insurance premiums and servicing fees; the loan balance grows over time and interest is charged on the outstanding balance; the borrower remains responsible for property taxes, hazard insurance and home maintenance, and failure to pay these amounts may result in the loss of the home; interest on a reverse mortgage is not tax deductible until the borrower makes partial or full re-payment.