Back to Basics: Building a Rapport with your Clients
Building Rapport is the first step of the Discovery phase when interacting with a potential prospect. Trainer: Bo Higby, Retail Sales Training Coach To register for the class please click here. Remember the class will be held at 3 pm, EDT (12 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will
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: Jackie Stultz, Jr. Wholesale Trainer To register for the class please click here. Remember the class will be held
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?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. Overcoming Objections No password required Take a look at next weeks highlighted featured course: EquityAvail for Sales
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 To register for the class please click here. Remember the class will be held at 1 pm, EST (10 am, PST)
On Demand: Empathy in Sales
This is a recording from a previous call on: ***Empathy in Sales Passcode not required The link works best in Chrome
Broker Compensation
Learn how to structure your loan to maximize your compensation along with reading a pricing sheet. Trainer: Sue Haviland, National Wholesale Trainer To register for the class please click here. Remember the class will be held at 2:30 pm, EST (11:30am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
What Advisors Should Know When a Client Rightsizes, CFP CE approved
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 and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. Submitting a Clean Loan No password required Take a look at next weeks highlighted featured course: Introduction to Reverse
ReverseVision Live-Demo: Proposal
Join us as we discuss and demonstrate how to use ReverseVision to print out both proposals. This class will go over Financial Assessment as well. Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 2 pm, EST (11am, PDT) HOW to Join the Webinar REGISTRATION: Once
HomeSafe® Overview
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Sue Haviland, National Wholesale Sales 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
Date Change: 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
