Preparing for the Rebound – Managing Sequence of Returns Risk with Home Equity
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,
HomeSafe® New York
Due to regulations only required in New York FAR has created a tutorial to ensure you are aware of all of the intricacies. Trainer: Jim McMinn, FAR - Lead Sales Trainer and Marci Stevenson, RCC Lead Trainer To register for the class please click here. Remember the class will be held at 3 pm, EDT
***Friday Highlights
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome. ***Reverse Mortgage 101 Password: 8E+*#%R^
Wholesale Processing
Getting started with FAR in regards to submitting loans through ReverseVision, stacking list, and re-disclosures and submission. 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 am, PDT) HOW to Join the Webinar REGISTRATION: Once you
Reverse Illustrator
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
How to Fast Track your Loan
FAR will show you how to submit your loan so there are very minimal conditions if any. Trainer: Jessica Rankins, AVP Training and Process Management To register for the class please click here. Remember the class will be held at 2:30 pm, EDT (11:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register,
What Advisors Should Know When a Client Downsizes or Rightsizes Their Home
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
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome. ***Selling the HECM LOC Growth Feature Password: 9c$&QU97 In order to receive CRMP credit you must attend a live class or take the class on
Unlock Purchasing Power – In Reverse (A Guide for Realtors)
Market research indicates that between 2018-2030, 20% of all homes purchased will be built or bought by people 55 and older. Learn how you can position yourself to be a trusted adviser by servicing your realtor referral partners with the knowledge of the H4P product. The use of this powerful product can expand their earning
***Recording
***Reverse for Purchase Password: 2t$74&#G In order to receive CRMP credit you must attend a live class or take the class on FAU
Link Training for Prinicpal Agents/Operations
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 2:30 pm, EST (11:30 am, PST) HOW to Join the Webinar
Back to Basics: Building Rapport with your Prospect
Building Rapport is the first step of the Discovery phase when interacting with a potential prospect. Trainer: Jim McMinn, FAR - Lead Sales Trainer and Marci Stevenson, RCC Lead Trainer To register for the class please click here. Remember the class will be held at 3:30 pm, EDT (12:30 pm, PDT) HOW to Join the