Reverse Illustrator and Financial Planning
With rapidly appreciating home values, more and more Financial Advisors and their clients are taking a fresh look at Reverse Mortgages. Now with our powerful Illustrator tool, you will be able to show them the flexibility and options that a reverse mortgage can bring to a financial plan. The Illustrator combines interactive charts and graphs
L&D Annual Conference
Learning and Development will be meeting from the 6th to the 8th to discuss 2022.
What Advisors Should Know When a Client wants to Rightsize, CFP CE
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
Total Expert Workshop
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 to register Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION:
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Insights into Understanding Our Aging Population Passcode: d4vWyqD+ Link works best in Chrome and best to manually input the passcode. This is a CRMP approved course but in order to receive credit you must take live or on FAU.
B2B Relationship Building for Loan Officers
This free webinar will cover the distinct difference between B2B and B2C marketing of reverse mortgages. How to build your B2B marketing plan, and how to simply integrate that plan into your existing schedule. Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will be held at
EquityAvail for Sales
FAR is excited about our new Proprietary Product, EquityAvail. Please join us on this call to learn how the program works, where to access information and some scenarios. Trainer: Susan Haviland, National Sales Trainer and Barbara Cripple, Retail Sales Trainer To register for the class please click here. Remember the class will be held at
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
HECM Math 1: The 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 these calculations work will help you better understand the HECM product. In this section we will talk about the Basic calculations Trainer: Bo Higby, Sales
Funding Long Term Care with Home Equity, CFP CE
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 Workshop
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 to register Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION:
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Product Options Overview Passcode: *B59ySs7 Link works best in Chrome and best to manually input the passcode.
