Reverse Illustrator for Financial Planning Concepts
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
Non-Borrowing Spouse
How are Non-Borrowing Spouses and Non-Borrowing Owners treated? What can and can't they do? Trainer: Bo Higby, Sales Coach/Trainer To register for the class please click here. Remember the class will be held at 11am, EST (8am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that
HomeSafe Overview
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Sue Haviland, National Wholesale Trainer To register for the class please click here. Remember the class will be held at 1 pm, EDT (10 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Financial Assessment Tips Passcode: 6q?7*is# Link works best in Chrome and best to manually input the passcode.
HomeSafe Refinance
Learn more about refinancing reverse mortgage loans (HECM, other proprietary reverse mortgage of HomeSafe) to FAR's proprietary product, which offers the perfect niche for home values greater than HUD's HECM limits. This product is usefully used as a retirement planning tool. Trainer: Jessica Rankins, AVP of Training and Process Management To register for the class
Introduction to Reverse
The Home Equity Conversion Mortgage (HECM), also known as a reverse mortgage, is a federally insured home loan that allows adult homeowners, aged 62 and older, to convert a percentage of their home equity into cash or a line of credit (LOC) Trainer: Sue Haviland, National Sales Trainer To register for the class please click
Funds to Close
If you have to bring funds to closing what are acceptable funds? Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will be held at 11 am, EST (8 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
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
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 retirement assets…even if they are taking systematic income distributions. Offering 2 CE Credits for CFPs (for financial professionals only) Duration: 1 hour Trainer: Phil Walker,
***Friday Highlights and What’s Happening Next Week
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. Marketing and Ethics No password required Take a look at next weeks highlighted featured course: Insights in Understanding Our Aging Population, CRMP Approved
Planning Success: Smart Time Management for Sales
Purpose of this training is to provide basic time management principles for those involved in lead generation and sales. Time management is a process for developing a plan to manage one’s activities and to track the effectiveness of one’s plan. Utilization of a time management plan can lead to increased production in sales and lead
Product Options
As you will see, the Home Equity Conversion Mortgage or HECM contains various rate structures, payouts and specific uses. there is Traditional HECM, HECM to HECM Refinance, HECM for Purchase and HomeSafe Standard and Select. Trainer: Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held