✨ Exclusive South Florida Advisor Program

Your Clients Deserve Better Than a Reverse Mortgage

Help clients age in place with guaranteed lifetime income + unlimited care + equity conversion—all in one solution. Simple referrals. Powerful retention.

✓ New Revenue Stream
✓ Stronger Client Loyalty
✓ Differentiated Offering

Partner With Us Today

Start earning referral fees and serving your clients better. We'll reach out within 24 hours.

How It Works

Three simple steps from referral to client success

1

Refer Your Client

Identify homeowners 65+ with $2M+ equity who want to age in place. Send us their info.

2

We Qualify & Structure

Our team handles financial analysis, care assessment, and structures the complete solution.

3

Client Gets Care + Income

Your client receives lifetime income and unlimited care. You earn referral fees. You stay their advisor.

Why Advisors Partner With Us

Turn aging-in-place challenges into competitive advantages

💰

New Revenue Stream

Earn referral fees on qualified conversions. Add high-value services without operational overhead or compliance burden.

🤝

Keep Your Clients

Be the advisor who helped them age in place with dignity. Solve their biggest retirement challenge before they leave you for someone who can.

🏆

Stand Out from Competition

Offer something no one else can: bundled equity conversion + lifetime income + unlimited care. Not just another reverse mortgage.

Serving Families Across South Florida

Active in the highest-need markets with established care networks

Miami-Dade County

Full Coverage

Coral Gables • Coconut Grove • Pinecrest • Miami Beach

33133, 33134, 33143, 33146, 33156, 33158, 33176

Broward County

Full Coverage

Fort Lauderdale • Plantation • Weston • Parkland

33301, 33304, 33316, 33324, 33326, 33331, 33067

Palm Beach County

Full Coverage

West Palm Beach • Boca Raton • Delray Beach

33401, 33405, 33428, 33431, 33433, 33444, 33483

Why Care@Home vs Traditional Options

We bundle everything your client needs in one solution

Traditional Reverse Mortgage

Complex & Limited
  • ✓ Equity conversion
  • ✗ No guaranteed income
  • ✗ No care services
  • ✗ Client arranges care separately
  • ✗ 3+ vendors to coordinate
BEST FOR CLIENTS

Care@Home for Life

All-In-One Solution
  • ✓ Equity conversion
  • ✓ Guaranteed lifetime income
  • ✓ Unlimited in-home care
  • ✓ Full care coordination
  • ✓ Single integrated solution

Ready to Get Started?

Join South Florida advisors who are turning aging-in-place into their competitive advantage.

Become a Partner →

Questions? Email us at carehomeos@polsia.app

Frequently Asked Questions

Common questions from financial advisors about our partnership program

We partner with financial advisors, estate planners, wealth managers, and elder law attorneys who serve high-net-worth clients aged 65+ with significant home equity. Our partners typically work with clients who have $2M+ in home equity and want flexible retirement solutions.
Simply refer your client to us via our partner form. We handle the full qualification process, financial analysis, and care assessment at no cost to you or your client. Once the client completes a Care@Home4Life solution, you earn referral fees. You retain your advisory relationship—we just help your client age in place with dignity.
We currently serve South Florida (Miami-Dade, Broward, and Palm Beach counties) and select California markets. We're rapidly expanding to additional regions. Contact us to check coverage in your area.
No. Our partner program is completely free. There are no membership fees, no training costs, and no ongoing obligations. Simply refer clients when the opportunity arises.
Fill out our partner inquiry form with your contact information and your client's basic details. We'll reach out within 24 hours to discuss the opportunity and answer any questions. You can also email us directly at carehomeos@polsia.app.