Funding Long Term Care with Home Equity
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
Total Expert Training
Total Expert Workshop - 30 minute training on how to use Total Expert Trainer: Ryan Schmidt, Brett Kelly and Meg Murray - Wholesale Marketing Team To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
***Friday Highlight
This is a recording from a previous call that you can view at your leisure. ***All About CMT Password: j6kx$km@ Link works best in Chrome and best to manually input the passcode.
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 and Sue Haviland, National Sales 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 Webinar REGISTRATION:
ReverseVision Basics
Join us as we discuss and demonstrate how to use ReverseVision to print out both proposals and application. Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 1 pm, EST (11 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
Financial Assessment Tips
Looking at a RM borrower qualification through the Financial Assessment lens. A review of the different credit scenarios of the Reverse Mortgage Borrower. Includes willingness and capacity, liabilities, property charges, extenuating circumstances and LESA. Trainer: Jessica Rankins, AVP of Training and Process Management To register for the class please click here. Remember the class will
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
***Friday Highlight
This is a recording from a previous call that you can view at your leisure. ***Wholesale Conditions Processing Password: ##7NXNVh Link works best in Chrome and best to manually input the passcode.
Life of Loan Overview
Have you ever wondered what happens during the loan process? What happens when the loan closes? What does the Servicer actually do? How does the loan get shipped to HUD? This is the class for you. Trainer: Jessica Rankins, AVP of Training and Process Management To register for the class please click here. Remember the
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 and Sue Haviland, National Sales 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 Webinar REGISTRATION:
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: Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held
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,