Aging in Place Research Study - Survey Content

Modules of our study

The Aging in Place Research Study consists of 10 modules. We will survey three different groups of seniors:

1. Interviewee has obtained a reverse mortgage and the reverse mortgage loan is active

Modules 1, 2, 3, 6, 7, 8, 9, 10

2. Interviewee has obtained a reverse mortgage but the reverse mortgage loan has been terminated because of (1) sale of house or (2) death of reverse mortgage borrower

Modules 1, 2, 3, 4, 6, 7, 8, 9, 10

3. Interviewee has not obtained a reverse mortgage

Modules 1, 2, 5, 6, 7, 8, 9, 10

Module 1: Introduction (all study participants)

• Consent question
• Questions to indicate group of interviewee (active, terminated, non-borrower)

Module 2: Reverse Mortgage Counseling Module (all study participants)

• Satisfaction with reverse mortgage decision, information collected about reverse mortgage, reasons to obtain reverse mortgage
• Information sources of reverse mortgage and their influence
• Other financial actions taken

Module 3: Reverse Mortgage Loan Module (study participants who obtained a reverse mortgage)

• Satisfaction with the reverse mortgage
• Financial situation as related to reverse mortgage

Module 4: Reverse Mortgage Termination Module (study participants who terminated)

• Reason for terminating a reverse mortgage and how reverse mortgage was repaid
• Current housing situation and its financing

Module 5: Reverse Mortgage Declined Module (study participants who did not obtain reverse mortgage)

• Reasons for not obtaining a reverse mortgage after having completed reverse mortgage counseling

Module 6: Personal Finance (all study participants)

• Life satisfaction, financial stress
• Amount of financial assets, income, expenditures
• Thoughts about leaving an inheritance

Module 7: Housing (all study participants)

• Housing situation, age of home and its condition
• Property taxes owed, changes in property tax

Module 8: Health (all study participants)

• Overall health, changes in health, life expectancy
• Health insurance coverage

Module 9: Financial Capability (all study participants)

• Risk tolerance, financial planning horizon
• Financial literacy
• Estate planning tools
• Use of financial strategies to make ends meet

Module 10 Closure

• Willingness to be contacted again and contact information

 

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There is no separate quiz for "Training Module 3: Survey Content." Instead, if you took notes using the "Notes" links above as you read through each section, these notes will be submitted to your trainer(s).

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Table of Contents Module 4: Survey Concepts