Monday Re-Cap
This is a recording from a previous call on: ***ReverseVision Overview Passcode: +^qc7kcn The link works best in Chrome and best to manually input the passcode.
HECM Math 1: Basics
This is a 2 part training that will explore some basic and advanced HECM calculations. Keep in mind, your loan origination system will automatically perform these calculations however learning how
Going 3 Deep: Finding Your Borrower’s Needs
We will discuss the types of questions to ask your client to find out exactly what they are looking for. Trainer: Barb Cripple, Retail Sales Trainer To register for the
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
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
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Knowing the Rules of the Game Password: KVHg4&$+ This is a CRMP approved course but
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?,
HECM LOC Growth Feature, 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
HECM Non-Borrowers, CRMP Approved
How are Non-Borrowing Spouses and Non-Borrowing Owners treated? What can and can't they do? Trainer: Dan Hultquist, VP of Organizational Development and Sue Haviland, National Sales Trainer To register for
Financial Safeguards for Older Adults, CRMP approved
Learn how to identify and understand the Financial Safeguards with the HECM program and how to communicate that information to your borrowers. Trainer: Sue Haviland, National Sales Trainer To register
What Advisors Should Know When a Client Wants to Rightsize 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
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
