2022 Home Equity Survey - Finance of America Reverse, LLC - NAIFA

Complimentary Research / Report

2022 Home Equity Survey

Findings shine light on knowledge gap, educational opportunities for homeowners, and financial advisors on holistic retirement plans

In June 2022, Finance of America Reverse, LLC conducted its first annual Home Equity Punchlist Study. One key finding is that people want to stay in their homes, and they can gain peace of mind knowing their home can help them do it. After all, home is where the heart is.

This report covers:

The Top 2 financial priorities for Boomers
Psychological impact that many homeowners face when planning for retirement
Lack of knowledge around Reverse Mortgage products

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