Success Stories

  • “Benefit Mortgage’s knowledge of county loan limits and refinance opportunities has saved me thousands of dollars.”

    D. Redford

  • “Rick Yeager educated me on the many uses and benefits of a HECM within my retirement plan and I am forever grateful.”

    Mr. Warren

  • “Benefit Mortgage and Rick Yeager are life-savers; I can’t thank them enough for getting me my reverse mortgage and keeping in touch.”

    Pam Havens

  • “Benefit not only got me a great loan, but the 2nd mortgage will eventually be forgiven.”

    Mr. Vergara

  • "Our Reverse Mortgage from Benefit brought security back into our lives."

    The Jacksons

  • "Benefit Mortgage got us into a Safe Jumbo Reverse Mortgage which increased our line of credit by $234,000."

    The Tates

Like a large percentage of people, borrower assumed Medi-Care covered long-term care. When she discovered it does not, she had no idea how...

21 March, 2022

Borrower came across a wonderful investment opportunity but did not have the income to qualify for another property. By using a Debt-Service-Coverage-Ratio (DSCR)...

21 March, 2022

Mature couple no longer wished to live together but had no desire to go through a divorce. With a Jumbo Reverse Mortgage, borrowers...

21 March, 2022

We closed our client’s original HECM two years prior. Due to unforeseen family expenses, the borrower had nearly exhausted her line-of-credit. So that...

21 March, 2022

Mature homeowner has a retirement account, but the cost of living was requiring that he take out more than the mandatory distributions. This...

21 March, 2022

Borrower’s spouse passed away and, due to a reduction in her social security benefits, she was no longer able to make a full...

21 March, 2022
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