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. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***EquityAvail for Sales Passcode: @bB.8qVP Link works best in Chrome and best to manually input the passcode.
Introduction to 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: Christina Danish, Administrative Supervisor To register for the class please click here. the class
Life Expectancy Set-Aside (LESA)
What exactly is a LESA? This is a great class to learn exactly how a LESA is calculated to better explain to your borrowers. Trainer: Sue Haviland, National Sales Trainer To register for the class please click here. the class will be held at 1 pm, EST (10 am, PDT) HOW to Join the Webinar
Financial Assessment, Willingness and Capacity, CRMP Approved
Looking at a RM borrower qualification through the Financial Assessment lens. A review of the different credit scenarios of the Reverse Mortgage Borrower. Includes willingness and capacity, liabilities, property charges, extenuating circumstances and LESA. Trainer: Susan Haviland, National Sales Trainer and Barb Cripple, Retail Sales Trainer To register for the class please click here. Remember
Increase Sales with the 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
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. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Reverse Facts Passcode: fCfB#4es Link works best in Chrome and best to manually input the passcode. This is a CRMP approved course but in order to earn credit you must take a live class or online.
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 pm, EST (9 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
Ask the Trainer!
The trainers will go over any product related questions sent ahead of time. When registering you will be prompted to ask your questions. We will not be able to go over pricing and compensation. If you are looking for information on that please contact your Account Executive/Sales Support. Trainer: Susan Haviland, National Sales Trainer and
Financial Assessment Tips
Looking at a RM borrower qualification through the Financial Assessment lens. A review of the different credit scenarios of the Reverse Mortgage Borrower. Includes willingness and capacity, liabilities, property charges, extenuating circumstances and LESA. Trainer: Jessica Rankins, AVP of Training and Process Management To register for the class please click here. Remember the class will
