Case Study 1 - Long Term Planning
Client: Widow, age 75
Home Value: $1.2 Million
EquityKey Participation Rate: 50%
Investment Fee Received: $150,000
Learn More

Case Study 2 - Travel Plans
Client: Married Couple, Husband - 73, Wife - 68
Home Value: $800,000
EquityKey Participation Rate: 50%
Investment Fee Received: $110,000
Learn More

Case Study 3 - Helped Her Children Buy a Home
Client: 70 year old woman
Home Value: $500,000
EquityKey Participation Rate: 50%
Investment Fee Received: $80,000
Learn More

Case Study 4 - Pension Replacement
Client: Married Couple - Husband - 75, Wife - 70
Home Value: $675,000, $100,000 mortgage
EquityKey Participation Rate: 100%
Investment Fee Received: $180,000
Learn More