Reverse Mortgage Quiz

Use this screen at the beginning of the reverse mortgage presentation to ascertain what your client's thoughts with regard to the long-term use of their primary residence. Use it again after completing the presentation to review those beliefs and see if any prior strategies have changed.

Usage note: Clicking the "bullet point circles" will toggle between Y and N to mark your client's answer to the question.  These values are persisted throughout the presentation so that when you reach the last screen, you'll see their initial answers displayed again - for review.

I would like to ask you a few questions about your house and the role your mortgage plays in your retirement. [Then simply read/review each question and mark their response by clicking on the corresponding bullet to toggle Y/N answer.]

No math presented on this screen.