Events

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 -

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

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 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

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 -

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

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

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

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

FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits.   Trainer: Jim McMinn, FAR - Lead Sales 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 Webinar REGISTRATION: Once you register, you will

Sales professionals often spend too much time pitching, and not enough time asking the right strategic questions.  In this training, we'll explore the value of strategic questioning and give you 8 reasons you should be asking more questions when meeting with clients and referral sources. Trainer: Dan Hultquist, VP Organizational Development To register for the

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,

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

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

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

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

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

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

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: Jim McMinn, FAR, Lead – Sales Training Manager Click here to register Remember the class will be held at 1:30 pm, EST (10:30 am, PDT) HOW to

Learn how to identify and understand the Financial Safeguards with the HECM program and how to communicate that information to your borrowers. Trainer: Jim McMinn, FAR - Lead Sales Training Manager To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW to Join

Knowing the truths and misconceptions of a Reverse Mortgage is important to know and understand for any Reverse Sales Professional in order to answer questions and set expectations. Trainer: Jim McMinn, FAR - Lead Sales Training Manager To register for the class please click here. Remember the class will be held at 3 pm, EST

How are Non-Borrowing Spouses and Non-Borrowing Owners treated?  What can and can't they do? Trainer: Jim McMinn, FAR, Lead Sales Training Manager 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

Explore each product, when a borrower might choose one product over another, and their different characteristics. Trainer: Jim McMinn, Lead Sales Training Manager and Karen Resch, Sales Trainer To register for the class please click here. Remember the class will be held at 1:30 pm, EDT (10:30 am, PST) HOW to Join the Webinar REGISTRATION:

This free introductory webinar will review the primary content of the Financial Advisor webinars along with how to market and follow up with the Advisors that attend the Advisor events. Trainer: Phil Walker, Retirement Strategy Division To register for the class please click here. Remember the class will be held at 2 pm, EST (11

This course is designed to help Reverse Mortgage Professionals market to Business to Business, Business to Consumer and Business to Communities with a twist of doing this virtually. Trainer: Lorraine Geraci, VP of Learning and Development To register for the class please click here. Remember the class will be held at 3 pm, EDT (12

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

New Technology Alert!!  With the last Microsoft update we now have a new tool to schedule virtual meetings as well as Group Chats and Video calls. This will be a in a series of MS Teams> Trainer: Christina Danish, FAR Supervisor of Administration To register for the class please click here. Remember the class will

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 1:30 pm, EDT (10:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register,

Working alongside your children and pets can test your insanity.  Let's review some commonsense strategies to stay productive and not lose your cool! Trainer: Meagan Windler, Instructional Designer 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

Sales professionals often spend too much time pitching, and not enough time asking the right strategic questions.  In this training, we'll explore the value of strategic questioning and give you 8 reasons you should be asking more questions when meeting with clients and referral sources. Trainer: Dan Hultquist, VP Organizational Development To register for the

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 Wholesale Operations To register for the class