What We Do
We Teach Advisors How to Have Educated Conversations about Reverse Mortgages
We specialize in training financial advisors on how to have educated conversations about reverse mortgages. Our goal is to equip advisors with the insights they need to incorporate housing wealth into comprehensive retirement plans, benefiting both their clients and their practices.
Who We Are
The Housing Wealth Institute with Don Graves,
RICP®, CLTC®, CSA® Certified Senior Advisor
We are dedicated to educating financial professionals on the strategic integration of reverse mortgages into retirement planning. Our mission is to empower advisors with the knowledge and tools they need to enhance their clients’ financial security.
Meet Don Graves
Don Graves, RICP®, CLTC®, CSA®
Certified Senior Advisor
- President and founder of The Housing Wealth Institute.
- Author of three books on retirement planning.
- Instructor and content contributor at The American College of Financial Services.
- Quoted in Forbes Magazine and featured on PBS-sponsored shows.
- Recognized as one of the American College’s Top 11 Retirement Income Leaders.
Don has distilled his extensive experience into practical, back-of-the-napkin concepts. His strategies help asset managers, insurance agents, and hybrid advisors attract new clients, strengthen existing relationships, and generate more revenue.
How We Do It
Engaging and Educational Formats
- Webinars and Workshops
- Podcast / Broadcasts
- Keynotes / Breakout Sessions
- Masterminds/Study Groups/Team Trainings/Lunch and Learn
Our methods are designed to be interactive, informative, and tailored to the needs of financial professionals.
Three Ways to Work with Don Graves
Education
Don Graves offers comprehensive educational resources on reverse mortgages though seminars, webinars, articles and personalized educational sessions.
Consultation and Case Design
Don collaborates closely with financial professionals to tailor specific strategies that integrate reverse mortgages into holistic retirement plans.
Equity Release Assistance
Don partners with a specialized team to facilitate the reverse mortgage origination process from consultation to closing.
Resources
