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Retirement by the numbers: How do your retirement savings and spending stack up? We’ll dive into the statistics to uncover what retirees are saving, spending, and prioritizing. Retirement is a milestone filled with opportunities—but it also raises the critical question: Are you financially prepared? Expenses like housing, healthcare, and daily living can quickly deplete retirement […]

Not sure which option fits your financial goal, and which might come with hidden surprises? Some options seem helpful at first glance but can lead to financial stress down the road. Two common ways homeowners tap into their home equity are through a HECM (Home Equity Conversion Mortgage) loan or a HELOC (Home Equity Line […]

Contents Purpose Summary Scope Business Principle Complying with Legal and Regulatory Requirements Maintaining policies to ensure compliance Handling Information Properly Conflict of Interest Doing Business Properly Workplace Environment Raising Conduct Concerns Mutual of Omaha Mortgage Rights Firm Monitoring and Right to Audit Termination and Indemnification Vendor Obligations to Mutual of Omaha Mortgage Communications about or […]

What is a Reverse Mortgage? A reverse mortgage lets homeowners who are at least 62 years of age a way to borrow against the equity in their homes. A reverse mortgage is a federally backed loan that gives borrowers the option to receive their funds as a lump sum, monthly installments, a line of credit, […]

Heirs often have questions about what happens after a reverse mortgage ends. This brief guide provides clear answers to the most common concerns, helping families understand the next steps with confidence. Inheriting a home can be a meaningful gift—but if that home has a reverse mortgage, it can also raise a lot of questions. Do you […]