FEATURED GUIDE: Common Home Equity Options [February 2026]
🚨 FEATURED GUIDE: Common Home Equity Options
Many clients don’t realize their home can be more than a place to live—it can also be a way to fund life goals. Use this summary guide to walk clients through different home equity strategies and evaluate which (if any) may fit their financial situation.
What’s inside the guide:
✅ Overviews of common strategies: HELOCs, home equity loans, and cash-out refinancing
✅ A breakdown of key trade-offs like interest rates, borrowing limits, and repayment terms
✅ Conversation points to help compare options based on client-specific needs and priorities – and more!
👉 Become a member to access this guide and simplify LTC planning for you and your clients.
💡 How To Use This Guide:
Client Meetings:
Use this guide during client meetings to walk through LTC options in a structured, visual way. It helps clarify the differences and spark thoughtful questions.
Educational Leave-Behind:
Share a white-labeled version (available with Deluxe or Premier) after meetings to reinforce the conversation and outline next steps.
Email Touchpoint:
Proactively send to clients nearing retirement or with aging parents. It’s a helpful way to surface planning gaps and keep the conversation moving forward. Use the email starter copy to help introduce the guide.
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