What Advisors Should Know when Rightsizing 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
Microsoft Outlook: Tips and Tricks
Take your Outlook game to the next level. This presentation demonstrates 5 time (and sanity) saving Outlook hacks, including creating email templates, using rules to auto-organize your inbox, setting up auto-replies, creating rules and suing keyboard shortcuts. Trainer: Meagan Windler, Learning Systems Administrator and Instructional Design To register for the class please click here. the
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Grass Roots Marketing: Reboot Password: n5*MLS^5
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
Grass Roots Marketing: Reboot
This course is designed to help Reverse Mortgage Professionals market to Business to Business, Business to Consumer and Business to Communities with a twist of doing this virtually. Trainer: Lorraine Geraci, VP of Learning and Development To register for the class please click here. Remember the class will be held at 2 pm, EDT (11
The Power of Questioning int he Reverse Mortgage Sales Process
Sales professionals often spend too much time pitching, and not enough time asking the right strategic questions. In this training, we'll explore the value of strategic questioning and give you 8 reasons you should be asking more questions when meeting with clients and referral sources. Trainer: Dan Hultquist, VP Organizational Development To register for the
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
In-House Processing
FAR is pleased to offer our valued partners the option of In-House Processing. We are offering this service (for a nominal fee) as an additional tool to enable our partners to streamline their business. Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Intent and Creation of the HECM Password: ^0t@#oP+ This is a CRMP approved course but to earn credit you must attend a live class or watch it on FAU.
***Recording
This is a recording from a previous call that you can view at your leisure. ***HECM Math Part 1: Basics Password: A=n0yG5+
***Recording
This is a recording from a previous call that you can view at your leisure. ***Back to Basics: Going 3 Deep with Questions Password: @?FM0dN1
***Recording
This is a recording from a previous call that you can view at your leisure. ***Back to Basics: Building a Rapport with your Prospect Password: QeR1?&1T
