Events

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

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. ***ReverseVision Input with Financial Assessment 

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 correctly. Trainer: Jessica Rankins, FAR's AVP Wholesale Operations To register for the class

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

Foundations- Tuesday March 31- 12pm EST Learn how to navigate Xcelerate and find the tools you currently use plus how to use the new tools we are providing. This session will also walk you through how to set up your account in Total Expert, our new CRM system, and add contacts. 1 hour session -

Choose your words wisely! Finding the balance between responsible wording in your marketing efforts and obtaining results that sustain your business can be a challenge.  Familiarize yourself with your ethical responsibilities to the industry and its customer base, and insight into proper marketing tactics and messaging.   Trainer: Jim McMinn, FAR - Lead Sales Trainer To register

Grow your business pipeline through incorporating H4P into your business model.  This is an exciting time to service the largest demographic group of adult homeowners who will be choosing where to spend their retirement years. Trainer: Jim McMinn, Lead Sales Trainer To register for the class please click here. Remember the class will be held

Advanced training on Total Expert will show you how to create landing pages, journeys and print marketing materials. Trainer:  Ryan Schmidt, WS Marketing Director and Bill Lage from Total Expert To register for the class please click here. the class will be held at 2 pm, EST (11 am, PDT) HOW to Join the Webinar

Join me to explore how PA's will navigate through Link and export leads from ReverseVision.  Learn what screens will be useful.  Trainer: Jessica Rankins, AVP Training and Process Management 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

April 2nd, 12pm - 1pm EST Learn how to navigate Xcelerate and find the tools you currently use plus how to use the new tools we are providing. This session will also walk you through how to set up your account in Total Expert, our new CRM system, and add contacts. 1 hour session -

Whether you are new to the industry or want to brush up on your RM skills this call is for you. 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