First Slide
The Housing Wealth Institute
Where Reverse Mortgages Meet Retirement Planning
Second Slide
Teaching Financial Professionals About Reverse Mortgages
We specialize in training financial advisors on how to have educated conversations about reverse mortgages.
previous arrowprevious arrow
next arrownext arrow

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

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.

Years of Experience
0 +
Advisor / Client Engagements
0 +

How We Do It

Engaging and Educational Formats

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

Testimonials

What Others Are Saying!

Scroll to Top

Subscribe to our Newsletter

Stay up to date with our latest news and articles.