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,
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. ***In Home Care Passcode: g3G#?!=. Link works best in Chrome and best to manually input the passcode.
ReverseVision Demo
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: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 2 pm, EST (11 am, PDT) HOW to Join the
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
Cancelled: Reverse Illustrator and Financial Planning
Today's call will be cancelled and rescheduled for another time. With rapidly appreciating home values, more and more Financial Advisors and mass affluent baby boomers 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
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 12:30 pm, EST (9:30 pm, PDT) 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
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. ***Grass Roots Marketing: Reboot Passcode: 85+L.fA Link works best in Chrome and best to manually input the passcode.
HECM Non-Borrowing Spouse
The basics of the Non-Borrowing Spouse guidelines as well as some HomeSafe® NBS policies Trainer: Jessica Rankins, AVP of Training and Process Management To register for the class please click here. Remember the class will be held at 12:30 pm, EST (9:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***HECM to HECM Refinance Passcode: &Ha8o38S Link works best in Chrome and best to manually input the passcode.
