What Advisors Should Know when Retirees Want to Relocate/Downsize
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
Introduction to Finance of America University (FAU)
FAR's Learning System Administrator will introduce you to Finance of America University (FAU), your go-to destination for reverse mortgage training. We'll cover all the basics like course registration, navigating the course catalog, completing learning pathways, and answering frequently asked questions. Trainer: Meagan Medina, Learning Systems Administrator and Lorraine Geraci, VP of Learning and Development To
ReverseVision Overview
Join us as we discuss and demonstrate how to use ReverseVision to print out both proposals and application. This class will go over Financial Assessment as well. Trainer: Jim McMinn, FAR, Lead – Sales Training Manager Click here to register Remember the class will be held at 1:30 pm, EST (10:30 am, PDT) HOW to
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: Jim McMinn, FAR - Lead Sales Training Manager To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW to Join
Knowing the Rules of the Game, CRMP approved
Knowing the truths and misconceptions of a Reverse Mortgage is important to know and understand for any Reverse Sales Professional in order to answer questions and set expectations. Trainer: Jim McMinn, FAR - Lead Sales Training Manager To register for the class please click here. Remember the class will be held at 3 pm, EST
HECM Non-Borrowers, CRMP approved
How are Non-Borrowing Spouses and Non-Borrowing Owners treated? What can and can't they do? Trainer: Jim McMinn, FAR, Lead Sales Training Manager 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 REGISTRATION: Once you register, you will immediately
HECM and HomeSafe® Practical Product Use to Meet Borrower’s Financial Goals
Explore each product, when a borrower might choose one product over another, and their different characteristics. Trainer: Jim McMinn, Lead Sales Training Manager and Karen Resch, Sales Trainer To register for the class please click here. Remember the class will be held at 1:30 pm, EDT (10:30 am, PST) HOW to Join the Webinar REGISTRATION:
Introduction to using Financial Advisor Webinars for Loan Officers
This free introductory webinar will review the primary content of the Financial Advisor webinars along with how to market and follow up with the Advisors that attend the Advisor events. Trainer: Phil Walker, Retirement Strategy Division To register for the class please click here. Remember the class will be held at 2 pm, EST (11
Grass Roots Marketing Phase 2
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 3 pm, EDT (12
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
How To: Microsoft Teams – Scheduling a Meeting
New Technology Alert!! With the last Microsoft update we now have a new tool to schedule virtual meetings as well as Group Chats and Video calls. This will be a in a series of MS Teams> Trainer: Christina Danish, FAR Supervisor of Administration To register for the class please click here. Remember the class will
How to get your Loan on the Fast Track
FAR will show you how to submit your loan so there are very minimal conditions if any. Trainer: Jessica Rankins, AVP Training and Process Management 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 REGISTRATION: Once you register,