Preparing for the Rebound
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,
Xcelerate – Q&A Sessions
2pm - 3pm EST Free forum to ask questions or get personalized recommendations on how these new tools can help your business. REGISTER HERE
Videos to watch at your leisure regarding Link
These are videos that you can watch at your leisure regarding Link: Link Re-disclosures Link Submitting Conditions Link Funding Extracts Link Drawing Closing Docs
Total Expert – Foundations Training
12pm - 1pm 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 - please have
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 Training and Process Management To register for
Total Expert – Advanced Training
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 Illustrator Training
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
Xcelerate Q&A Sessions
2pm-3pm EST Free forum to ask questions or get personalized recommendations on how these new tools can help your business. REGISTER HERE
Broker Compensation
If you are wondering what sort of questions to ask your clients in order to put them in the proper loan product this is the webinar for you. We will be showing you how to structure a loan in ReverseVision dependent on the client's needs. Trainer: Jim McMinn, FAR - Lead Sales Training Manager To
Professional Videos from Home
In this class you will learn how to turn your home office setup into a professional recording studio! RAR's Visual Media Specialist will walk you through tips and tricks to make your home recordings stand out from the crowd. From DIY materials you have sitting around the house all the way to affordable equipment you
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
