ReverseVision Overview
Join us as we discuss and demonstrate how to use ReverseVision to print out both proposals and application. This class will include Financial Assessment 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:
Grass Roots Marketing
This course is designed to help Reverse Mortgage Professionals market to Business to Business, Business to Consumer and Business to Communities. 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, EDT (10:30 am, PDT) HOW to Join the Webinar
Reverse Illustrator
Our powerful Reverse Illustrator will help drive sales to your planning based prospects as it graphically displays the features and flexibility of the reverse mortgage over a 30 year term. The Illustrator combines interactive charts and graphs to answer a number of “What if” questions. Duration: 1 hour Trainer: Steve Resch, FAR - VP of
Reverse for Home Purchase
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
***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. ***ReverseVision Input with Financial Assessment
Submitting Conditions
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
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
Foundations – Total Expert Training
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 -
Marketing and Ethics, CRMP approved
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
Advanced Total Expert Training
April 1st from 12pm - 1pm EST Learn how to create and automate on demand marketing materials. Including print flyers, mail pieces, emails, and email drip campaigns. 1 hour session. REGISTER HERE
Reverse for Purchase, CRMP approved
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
