Sam Lowy Photo

Sam Lowy

HECM Vice President


For more than 10 years Sam Lowy has been a resource to Accountants, Attorney’s, financial professionals and their clients specializing in tax advantage retirement and long term care planning. As a HECM Specialist and Advisor, Sam strives to provide high-level of professionalism to educate clients and professionals about the worry free transaction that the HECM business provides. Additionally, Sam customizes Lifetime Income Solutions and Social Security Maximization strategies. Most of all, he is dedicated to go the extra mile for his clients, which is a major reason as to why his clients are mostly referral based.

Sam has been a Senior Market Advisor’s advisory Board Member since 2011, and has achieved numerous recognitions including being named one of the Nation’s Top 10 Long Term Care Insurance Producers, qualifying as a Top of the Table member from the Million Dollar Round Table (MDRT) organization, has a LUTCF designation from The American College, and has been featured and interview in the media as well as invited to speak at many different events regarding his expertise.

Sam resides in New Jersey with his wife Elly and their six children. He has been active in the community helping low income families volunteering for “Mesila”, a family-counseling program serving to empower families to achieve and maintain financial stability. In addition, Sam volunteered to successfully enroll hundreds of low-income parent in a free Life Insurance Program by partnering with local organizations.