If you are considering a move to a Continuing Care Retirement Community (CCRC), you should fully understand your financing options before you make any decisions. Most CCRCs require payment of an upfront “entrance fee” (or in some cases the purchase of an apartment unit).

The process is easy:

1. Your Elderlife Financial Relationship Manager will guide you through the Financial Concierge Services process from beginning to end.
2. You have 4 easy options to start
• Call us Toll Free at 1-855-231-6326 and we will take your application over the phone
• Download an application and complete at your leisure, then fax back to us - (Adobe PDF)
  
• Request a Free Consultation online
  
• Complete a short-form loan application online
  
3. Your application is then reviewed by our lending partners.
4. We work with your community to relay necessary information to our lending partners.
5. If approved, loan proceeds are paid directly to the CCRC for your balance payable.

The benefits are numerous:

• Move to the community of your choice while you work on selling your home.
• Minimal or no closing fees depending on collateral used.
• Real estate or securities may be used as collateral.
• Assistance from experts who understand both banking and retirement living.
• Convenient direct payment to the CCRC.

For more information, visit our Answer Center.

We look forward to assisting you and your family in achieving the quality lifestyle you deserve. You may call our Family Center: Monday through Friday, 9:00 am to 6:00 pm Eastern Time toll free 1-855-231-6326 and one of our counselors will gladly assist you. Or fill out the request for a Free Consultation below and a counselor will get in touch with you.

Alternatively, you can download and print our application, then fax to 888-228-4520

Elderlife Secured Loan Application.pdf   (Free Adobe PDF Reader)

Finally, if you choose, you may complete the short-form application. All information is securely transmitted.