Wholesale Conditions Processing
When FAR's Underwriting dept finds deficiencies in the documentation they receive to clear a condition, the process is delayed while they waif for acceptable documentation. W have some useful tips to address these in order to help get your conditions cleared as quickly as possible, with the goal to clear the conditions the first time
Recorded Webinar
This is a recording from a previous call that you can view at your leisure. ***In-House Processing Password: rk21Mu^N
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,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Trusts Password: V%LZ.NmA
Monday Recap
This is a recording from a previous call that you can view at your leisure. ***Unlock Purchasing Power - In Reverse (A Guide for LOs) Password: g@H?0Aim
Recorded Webinar
This is a recording from a previous call that you can view at your leisure. ***HECM Math Part 1: Basic Calculations Password: A=n0yG5+
The Advisor Opportunity Assessment Tool
How to use the New Advisor Opportunity Assessment From to increase referrals from financial advisors. Duration: 1 hour Trainer: Phil Walker, FAR - VP of Retirement Strategy Division To register for the class please click here. Remember the class will be held at 2:00 pm, EST (11:00 am, PDT) HOW to Join the Webinar REGISTRATION: Once
Introduction to Reverse
Whether you are new to the industry or want to brush up on your RM skills this call is for you. We will be discussing: What is a Reverse Mortgage?, Historical Perspective and The Borrower. Trainer: Lorraine Geraci, FAR - VP of Learning and Development and Barb Cripple, FAR's new Retail Sales Trainer To register
What Advisors Should Know When a Client Rightsizes Their Home
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
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***The Power of Questioning in the Reverse Mortgage Sales Process Password: 36.76Z&Q
***Monday Recap
This is a recording from a previous call that you can view at your leisure. ***Selling the HECM LOC Growth Feature Password: U+LT89j* This is a CRMP approved course but to earn credit you must attend a live class or watch it on FAU.
Reverse Illustrator
Our powerful Reverse Illustrator will help drive sales to your planning based prospects as it graphically displays the features and flexibility of the reverse mortgage over a 30 year term. The Illustrator combines interactive charts and graphs to answer a number of “What if” questions. Duration: 1 hour Trainer: Steve Resch, FAR - VP of