Intent and Creation of the HECM, CRMP approved
From its first inception to today, has the intent of the HECM Program stayed on course? Explore the history of the original HEM< and what changes have been implemented through
What Advisors Should Know When a Client wants to Righsize 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
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
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Reverse for Purchase Passcode: @#Kp^7ei This is a CRMP approved course but to earn credit
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.
ReverseVision Overview
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,
Funding Long Term Care with Home Equity
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
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
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***HECM Non-Borrowers Passcode: uT4Q$KcD This is a CRMP approved course but to earn credit you
Seasoning and Occupancy
You will lean the difference between Seasoning and Occupancy and what documentation ca be used for verification Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the
Product Options Overview
As you will see, the Home Equity Conversion Morrgagfe or HECM contains various rate structures, payouts and specific uses. there is Traditional HECM, HECM to HECM Refinance, HECM for Purchase
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
