In partnership with Fairway Mortgage, NAIFA is offering the Certified Home Equity Advisor (CHEA) credential, a first of its kind program designed to help financial and insurance professionals responsibly integrate home equity into comprehensive retirement planning.

Exclusively for NAIFA members, the CHEA credential focuses on the ethical and strategic use of housing wealth—including reverse mortgages, when appropriate—as part of modern retirement strategies for clients aged 55 and older.

The 8-hour program combines academic research, real-world case studies, and fiduciary-aligned planning frameworks, addressing a long-standing gap in traditional financial education that often overlooks home equity as a retirement asset.

CHEA features compliant communication techniques and actionable planning tools to improve client outcomes in the areas of:

• Cash flow
• Tax efficiency
• Legacy planning
• Portfolio protection

Each session builds toward the CHEA designation—available exclusively through this NAIFA-endorsed program.

Course Topics Include:

• The New Retirement Reality and the Role of Housing Wealth
• Reverse Mortgage Mechanics and Myths
• Advanced Planning Applications Using Home Equity
• Building Advisor Collaboration and Compliance Confidence

Grounded in academic research and taught by experienced subject matter specialists, this program delivers both CE credit and practical insights you can apply immediately.

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Texas Virtual CHEA Class Details

This class is open to NAIFA Members in Texas. The program is a two-part, 8-hour CE program delivered over two days.

DATE & TIME:

July 28 & 30, 2026  |  9:00 am – 1:00 pm CT

COST:

$200

SPEAKERS:

George Bain, Vice President Reverse Lending Initiatives Fairway Home Mortgage	Gabrielle Gregoline Senior Equity Specialist Fairway Home Mortgage	Michael Inkman, Branch Manager, SVP/ Retirement Mortgage Specialist
Kristy Osborn RM Division Leader, Mortgage Equity Planner	Jackson Matheson, Loan Officer, Reverse Mortgage Specialist