1. Strengthening
our Relationships with
Financial Planners
while Helping Seniors
NMLS #2975
Deferring Social Security with the Reverse Mortgage
proceeds may substantially increase the growth of
Social Security funds
HECM Fixed, HECM Adjustable, and HECM for
Purchase programs are available.
Many Financial Planners are using the Reverse
Mortgage to extend their client’s portfolios life by
15-20 years.
openmortgage.com
ACCREDITED
BUSINESS
A+ RATING
Using Reverse Mortgages
To Fund Retirement

2. ReferYourClientsToMe,
YourLocalSolutionsPartner!
LindaWeilert,
NMLS #719190 | Branch NMLS #1074463
5002 Brewster Ave
San Jose, CA 95124
lindaweilert@openmtg.com
lindaweilert.openmortgage.com
Licensed by the Department of Business Oversight under the
California Residential Mortgage Lending Act, #4170030
HECMDETAILS:
• For 62andolderhomeowners(primaryresidence)
• Nomonthlypayments.Noneedtorepaytheloanas
longastheclientscontinuetoliveinthehouse,pay
the propertytaxes,insurance,HOA,andmaintainthe
propertytoFHAstandards.
• Thereareadditionalclosingcosts,suchasorigination
fee,titleinsurance,amortgageinsurancepremium,and
attorneyfeeswhichmaybefinancedintotheloan
• CounselingsessionfromanFHA-approvedcounseling
agencyisrequired
• Proceedsaregenerallytax-free,butarenotconsidered
incomeandmaynotaffectSocialSecurity*
*
ClientsshouldalwaysconsultaFinancialPlanner
andaTaxAccountant.
408-656-3751