- www.robsscott.com

Help me understand your objectives: Please rank your needs in order of importance (1=Not Important, 10=Very Important)

	1	2	3	4	5	6	7	8	9	10
Pay off the current mortgage and save the cash flow.
Provide additional monthly cash flow.
Provide an alternative cash flow stream in the event my investments are underperforming.
Set up a growing line of credit as a safety net with access to funds for possible future healthcare needs or other unexpected expenses.
Pull out cash to customize my home conducive to my physical needs.
Pull out cash for distribution to family members.
Pull out cash and purchase a second home near the children/grandchildren.
Provide a tax-free cash flow to reduce income taxes.
Provide cash flows to postpone commencing receipt of Social Security.

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Reverse Mortgage Questionnaire