Case Study 1 - Long Term Planning

Client: Widow, age 75
Home Value: $1.2 Million
EquityKey Participation Rate: 50%
Investment Fee Recieved:  $150,000
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Case Study 2 - Travel Plans

Client: Married Couple, Husband - 73, Wife - 68
Home Value: $800,000
EquityKey Participation Rate: 50%
Investment Fee Recieved: $110,000
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Case Study 3 - Helped Her Children Buy a Home

Client: 70 year old woman
Home Value: $500,000, no mortgage debt
EquityKey Participation Rate: 50%
Investment Fee Recieved: $80,000
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Case Study 4 - Pension Replacement

Client: Married Couple - Husband - 75, Wife - 70
Home Value: $675,000, $100,000 mortgage
Percentage of Appreciation sold: 100%
Investment Fee Received: $180,000
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