Reverse Mortgage 101
Take a moment to refresh your knowledge of basic HECM guidelines, eligibility, terms, products and best practices. Trainer: Jim McMinn, FAR - Lead Sales Trainer To register for the class please click here. Remember the class will be held at 1:30 pm, EST (10:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register,
Knowing the Rules of the Game, CRMP approved
Knowing the truths and misconceptions of a Reverse Mortgage is important to know and understand for any Reverse Sales Professional in order to answer questions and set expectations. Trainer: Jim McMinn, FAR - Lead Sales Trainer To register for the class please click here. Remember the class will be held at 3 pm, EST (12
ReverseVision Input with Financial Assessment
Join us as we discuss and demonstrate how to use ReverseVision to print out both proposals and application along with Financial Assessment screens. Trainer: Jim McMinn, FAR, Lead – Sales Trainer Click here to register Remember the class will be held at 1:30 pm, EST (10:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once
Launch Party!
This is the launch party for the new wholesale website!
***Friday Highlights
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome. ***Reverse Facts
Sequence of Returns Risk to grow your Client’s Retirements Assets, for CFP’s
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,
Reverse Illustrator Training
Join Steve Resch, Retirement Strategies Division on how to navigate through this program. Trainer: Steve Resch, 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 you register, you will immediately
Sequence of Returns Risk with Home Equity
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. Duration: 1 hour Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click
Utilizing Home Equity for Long Term Care Expenses
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
***Friday Highlights
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome. ***HomeSafe® Overview
Selling the HECM LOC Credit Growth Rate, CRMP approved
Explaining how the Line of Credit works can make or break the deal. Know the facts and understand that the Growth Rate is important for any Reverse Sales Professional to know. Trainer: Jim McMinn, FAR - Lead Sales Trainer To register for the class please click here. Remember the class will be held at 3 pm,
What Advisors Should Know when Retirees want to Relocate/Downsize
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
