Sep 11 (edited) in General
Senior lending products
Helping Seniors Access Equity While Protecting Their Investments
As part of the OneTrust 55+ team, my focus is on helping seniors age in place through a variety of lending solutions. We offer specialized tools that allow seniors to tap into their home equity tax-free, providing financial support without affecting their investment portfolios. This ensures they can maintain their lifestyle and financial security.
Additionally, we provide products that help seniors downsize efficiently. For those selling their current homes, our solutions allow them to purchase a new home while keeping more cash in hand. Instead of paying all cash for a new home, these strategies help seniors maintain cash flow during retirement.
If you're a financial advisor or real estate agent and believe one of your clients could benefit from these solutions, I’d love to connect. Let’s work together to ensure your clients enjoy financial security, flexibility, and peace of mind in their retirement years.
Feel free to reach out for more information!
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Senior lending products
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