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
Foundations – Total Expert Training
Foundations- Tuesday March 31- 12pm 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 -
Marketing and Ethics, CRMP approved
Choose your words wisely! Finding the balance between responsible wording in your marketing efforts and obtaining results that sustain your business can be a challenge. Familiarize yourself with your ethical responsibilities to the industry and its customer base, and insight into proper marketing tactics and messaging. Trainer: Jim McMinn, FAR - Lead Sales Trainer To register
Advanced Total Expert Training
April 1st from 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 for Purchase, CRMP approved
Grow your business pipeline through incorporating H4P into your business model. This is an exciting time to service the largest demographic group of adult homeowners who will be choosing where to spend their retirement years. Trainer: Jim McMinn, Lead Sales Trainer To register for the class please click here. Remember the class will be held
Advanced Training on Total Expert
Advanced training on Total Expert will show you how to create landing pages, journeys and print marketing materials. Trainer: Ryan Schmidt, WS Marketing Director and Bill Lage from Total Expert To register for the class please click here. the class will be held at 2 pm, EST (11 am, PDT) HOW to Join the Webinar
Principal Agents Link Training for Ops
Join me to explore how PA's will navigate through Link and export leads from ReverseVision. Learn what screens will be useful. Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar
Total Expert – Foundations Training
April 2nd, 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 -
Reverse Mortgage 101
Whether you are new to the industry or want to brush up on your RM skills this call is for you. Trainer: Jim McMinn, FAR - Lead Sales Trainer 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
Xcelerate – Q&A Sessions
April 3rd, 12pm - 1pm EST Free forum to ask questions or get personalized recommendations on how these new tools can help your business. REGISTER HERE
How To: Zoom Meeting
No time like the present to demonstrate how you can use Zoom to schedule your meetings virtually. Trainer: Christina Danish, FAR Supervisor of Administration 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
Principal Agent Link Training for Ops
Join me to explore how PA's will navigate through Link and export leads from ReverseVision. Learn what screens will be useful. Trainer: Jessica Rankins, 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 am, PST) HOW to Join the Webinar
