Training
Calendar of Events
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1 event,
EquityAvail for Sales
EquityAvail for Sales
FAR is excited about our new Proprietary Product, EquityAvail. Please join us on this call to learn how the program works, where to access information and some scenarios. Trainer: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am, PST)
1 event,
Overcoming Objections
Overcoming Objections
Empower people to make informed, fact-based decisions about reverse mortgages by learning how to address the common objections and misconceptions often associated with the industry. Trainer: Bo Higby, Sales Training Coach To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW to Join
1 event,
HomeSafe® Overview
HomeSafe® Overview
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Sue Haviland, National Wholesale Trainer To register for the class please click here. Remember the class will be held at 2 pm, EDT (11 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
2 events,
HECM Non-Borrowing Spouse
HECM Non-Borrowing Spouse
How are Non-Borrowing Spouses and Non-Borrowing Owners treated? What can and can't they do? Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here. Remember the class will be held at 3:30pm, EST (12:30pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a
Creating an Application Package in ReverseVision
Creating an Application Package in ReverseVision
Join us as we discuss and demonstrate how to use ReverseVision to print out both proposals and application. This class will go over Financial Assessment as well. Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 2pm, EST (11am, PDT) HOW to Join the Webinar REGISTRATION:
1 event,
*Friday Highlight and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. HECM Math 2 No password required Take a look at next weeks highlighted featured course: To be Determined
0 events,
0 events,
1 event,
Introduction to Reverse
Introduction to Reverse
The Home Equity Conversion Mortgage (HECM), also known as a reverse mortgage, is a federally insured home loan that allows adult homeowners, aged 62 and older, to convert a percentage of their home equity into cash or a line of credit (LOC) Trainer: Sue Haviland, National Sales Trainer To register for the class please click
1 event,
Planning for Success/Smart Time Management
Planning for Success/Smart Time Management
Purpose of this training is to provide basic time management principles for those involved in lead generation and sales. Time management is a process for developing a plan to manage one’s activities and to track the effectiveness of one’s plan. Utilization of a time management plan can lead to increased production in sales and lead
1 event,
On Demand: ReverseVision (Proposal) Live Demo
This is a recording from a previous call on: ***ReverseVision (Proposal) Live Demo Passcode not required The link works best in Chrome
1 event,
On Demand: ReverseVision (Origination) Live Demo
This is a recording from a previous call on: ***ReverseVision (Origination) Live Demo Passcode not required The link works best in Chrome
1 event,
*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. Overcoming Objections No password required Take a look at next weeks highlighted featured course: Financial Safeguards/CRMP
0 events,
0 events,
2 events,
Funds to Close
Funds to Close
If you have to bring funds to closing what are acceptable funds? Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will be held at 12pm, EST (9am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation
ReverseVision (Proposal) Live Demo
ReverseVision (Proposal) Live Demo
Join us as we discuss and demonstrate how to use ReverseVision to print out both proposals and application. This class will go over Financial Assessment as well. Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 1 pm, EST (10 am, PDT) HOW to Join the
1 event,
Preparing for the Rebound, CFP CE approved
Preparing for the Rebound, CFP CE approved
Free Webinar: An impactful study published in the Journal of Financial Planning has led to a new sequence of returns withdrawal strategy that will help preserve and grow your client’s retirement assets…even if they are taking systematic income distributions. Offering 2 CE Credits for CFPs (for financial professionals only) Duration: 1 hour Trainer: Phil Walker,
2 events,
Financial Safeguards for Reverse Mortgage Borrowers, CRMP approved
Financial Safeguards for Reverse Mortgage Borrowers, CRMP approved
Strategies for recognizing fraud and keeping Older Adults safe from financial predators and abuse. Trainer: Sue Haviland, National Sales Trainer Click here to register Remember the class will be held at 1 pm, EST (10am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that will have
Reverse Illustrator for Financial Planning Concepts
Reverse Illustrator for Financial Planning Concepts
With rapidly appreciating home values, more and more Financial Advisors and their clients are taking a fresh look at Reverse Mortgages. Now with our powerful Illustrator tool, you will be able to show them the flexibility and options that a reverse mortgage can bring to a financial plan. The Illustrator combines interactive charts and graphs
1 event,
EquityAvail for Sales
EquityAvail for Sales
FAR is excited about our new Proprietary Product, EquityAvail. Please join us on this call to learn how the program works, where to access information and some scenarios. Trainer: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 1 pm, EST (10 am, PST)
1 event,
*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. HomeSafe Refinances No password required Take a look at next weeks highlighted featured course: Insights to Understanding our Aging Population/CRMP
0 events,
0 events,
1 event,
HomeSafe Overview
HomeSafe Overview
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Sue Haviland, National Wholesale Trainer To register for the class please click here. Remember the class will be held at 1:30 pm, EDT (10:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
2 events,
HECM to HECM Refinances
HECM to HECM Refinances
See how a HECM to HECM might increase your business potential. Learn how to calculate the numbers to determine the benefit to the borrower, whether or not counseling can be waived, and when to locate key refinance information. Trainer: Jessica Rankins, AVP of Training and Process Management and Sue Haviland, National Sales Trainer To register
ReverseVision (Origination) Live Demo
ReverseVision (Origination) Live Demo
Join us as we discuss and demonstrate how to use ReverseVision to print out both proposals and application. This class will go over Financial Assessment as well. Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 12:30 pm, EST (9:30 am, PDT) HOW to Join the
2 events,
Insights to Understanding our Aging Population, CRMP approved
Insights to Understanding our Aging Population, CRMP approved
Join us to learn about the Reverse Mortgage industry facts, demographics, statistics and information to make you more effective in your market. This is a CRMP approved course and you can earn 1 CRMP CE credit. Trainer: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held
Empathy in Sales
Empathy in Sales
Empathy is an essential trait to develop in work and life. Empathy is difficult to develop in Sales. Relationship building and emotional intelligence are crucial. Trainer: Bo Higby, Sales Coach/Trainer To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW to Join the
1 event,
What Advisors Should Know When a Client Wants to Rightsize, CFP CE
What Advisors Should Know When a Client Wants to Rightsize, CFP CE
Home equity is a large part of a client's overall net worth. Advisors can add value by guiding clients in a way that benefits their overall retirement plan. In this 1 hour webinar you will learn: • How a move can be an opportunity to improve retirement plan outcomes • The Downsize and Rightsize Strategy
2 events,
*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. Wholesale Processing No password required Take a look at next weeks highlighted featured course: Introduction to Reverse for Purchase
*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. Wholesale Processing No password required Take a look at next weeks highlighted featured course: Introduction to Reverse for Purchase
0 events,
0 events,
1 event,
Submitting a Clean Loan
Submitting a Clean Loan
Learn how to submit a clean loan from the start to prevent conditions. Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will be held at 11 am, EST (9am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
2 events,
B2B Relationships for Loan Officers
B2B Relationships for Loan Officers
This free webinar will cover the distinct difference between B2B and B2C marketing of reverse mortgages. How to build your B2B marketing plan, and how to simply integrate that plan into your existing schedule. Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will be held at
Introduction to Reverse for Purchase
Introduction to Reverse for Purchase
The Home Equity Conversion Mortgage (HECM), also known as a reverse mortgage, is a federally insured home loan that allows adult homeowners, aged 62 and older, to convert a percentage of their home equity into cash or a line of credit (LOC) Trainer: Bo Higby, Reverse Sales Training Coach To register for the class please
1 event,
On Demand: Grass Roots Marketing
This is a recording from a previous call on: ***GrassRoots Marketing Passcode not required The link works best in Chrome
3 events,
Product Options
Product Options
As you will see, the Home Equity Conversion Mortgage or HECM contains various rate structures, payouts and specific uses. there is Traditional HECM, HECM to HECM Refinance, HECM for Purchase and HomeSafe Standard and Select. Trainer: Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held
Funding Long Term Care with Home Equity, CFP CE
Funding Long Term Care with Home Equity, CFP CE
Learn how millions of Americans will unintentionally spend 100% of their home equity on care, new strategies for funding Long-Term Care and how a reverse mortgage can help clients age in place and prevent portfolio liquidation. Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will be
Introduction to Reverse
Introduction to Reverse
The Home Equity Conversion Mortgage (HECM), also known as a reverse mortgage, is a federally insured home loan that allows adult homeowners, aged 62 and older, to convert a percentage of their home equity into cash or a line of credit (LOC) Trainer: Sue Haviland, National Wholesale Trainer To register for the class please click
1 event,
*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. Financial Assessment Overview No password required Take a look at next weeks highlighted featured course: Submitting Conditions
0 events,
0 events,
1 event,
1 event,
Cancelled: Submitting Conditions
Cancelled: Submitting Conditions
Due to a conflict in the Trainers schedule this call is being cancelled. In this presentation we will discover useful tips to help get whatever conditions need addressing cleared as quickly as possible, with the goal to clear the conditions first time the underwriter reviews them. Jessica Rankins will be discussing how to submit conditions
1 event,
Cancelled: HomeSafe® Refinance
Cancelled: HomeSafe® Refinance
Due to a conflict in the Trainers schedule this call has been cancelled. Learn more about refinancing reverse mortgage loans (HECM, other proprietary reverse mortgage of HomeSafe) to FAR's proprietary product, which offers the perfect niche for home values greater than HUD's HECM limits. This product is usefully used as a retirement planning tool. Trainer:
1 event,
Preparing for the Rebound, CFP CE Approved
Preparing for the Rebound, CFP CE Approved
Free Webinar: An impactful study published in the Journal of Financial Planning has led to a new sequence of returns withdrawal strategy that will help preserve and grow your client’s retirement assets…even if they are taking systematic income distributions. Offering 2 CE Credits for CFPs (for financial professionals only) Duration: 1 hour Trainer: Phil Walker,
1 event,
One Time Event: Why the Coordinated Withdrawal Strategy Works
One Time Event: Why the Coordinated Withdrawal Strategy Works
This is an exclusive training for FAR partners to learn and be able to better discuss the Coordinated Withdrawal Strategy with financial advisors and have a better understanding of the findings published in the Journal of Financial Planning. Presented by Phil Walker and Dr Barry Sacks, Co-Authors of the study “To Reduce the Risk of