Calendar of Events
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F Fri
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1 event,
**Monday 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. ***Submitting Conditions Password: 0R@0t=.+
1 event,
ReverseVision Overview
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: Jim McMinn, FAR, Lead – Sales Training Manager Click here to register Remember the class will be held at 2 pm, EST (11 am, PDT) HOW to
1 event,
Cancelled: Link PA Training for Operations
Cancelled: Link PA Training for Operations
Cancelled due to low registration. 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 pm, EST (11 am, PST)
1 event,
Financial Safeguards for Older Adults, CRMP approved
Financial Safeguards for Older Adults, CRMP approved
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 1:30 pm, EST (10:30 am, PDT) HOW to Join
1 event,
***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. ***ReverseVision Overview password: 3V$5$*#s
0 events,
0 events,
1 event,
**Monday 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. ***Principal Agent Link Training for Ops Password: 0t^TqJZ2
2 events,
Reverse Illustrator Training
Reverse Illustrator Training
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
Reverse Mortgage 101
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 Training Manager and Lorraine Geraci, VP of Learning and Development To register for the class please click here. Remember the class will be held at 2 pm,
1 event,
How to Fast Track Your Loan: Deep Dive
How to Fast Track Your Loan: Deep Dive
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 pm, EDT (11 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register,
1 event,
Managing Sequence of Returns – Preparing for the Rebound
Managing Sequence of Returns – Preparing for the Rebound
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,
1 event,
***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. ***The Power of Questioning in the Reverse Mortgage Sales Password: 6s#C19b^
0 events,
0 events,
1 event,
**Monday 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. ***Grass Roots Marketing: Phase 2 Password: 4K=1=94&
1 event,
HomeSafe® Overview
HomeSafe® Overview
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 2 pm, EDT (11 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will
1 event,
Submitting Conditions
Submitting Conditions
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
2 events,
Selling the HECM LOC Growth Rate Feature, CRMP approved
Selling the HECM LOC Growth Rate Feature, CRMP approved
Explaining how the Line of Credit works can make or break the deal. Know the facts and understand that the Growth Rate is important for any Reverse Sales Professional to know. 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,
What Advisors Should Know When a Client Downsizes or Rightsizes Their Home
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
1 event,
***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. ***New York HECM Loans Password: 7n$17jct
0 events,
0 events,
1 event,
**Monday 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. ***What Sales Should Know About Servicing Password: 0h!?0=o! In order to receive CRMP credit you must attend a live class or take the course on
1 event,
HECM and HomeSafe® Practical Product Uses
HECM and HomeSafe® Practical Product Uses
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 2 pm, EDT (11 am, PST) HOW to Join the Webinar REGISTRATION:
1 event,
**Monday 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. ***ReverseVision Overview Password: 3V$5$*#s
2 events,
Grass Roots Marketing: Phase 2
Grass Roots Marketing: Phase 2
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 1:30 pm, EDT (10:30
Funding Long Term Care and Preserving Income with Home Equity
Funding Long Term Care and Preserving Income 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 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
1 event,
***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. ***Line of Credit and how it is Determined Password: 1F=3x28v
0 events,
0 events,
1 event,
Intro to FAU (Finance of America University)
Intro to FAU (Finance of America University)
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 Windler, Learning Systems Administrator and Instructional Design To register for the class please
0 events,
1 event,
***Recording
***HECM and HomeSafe® Practical Product Use to Meet Borrower's Financial Goals Password: 9j@00970
1 event,
Managing Sequence of Returns Risk with Home Equity, CA CPA Credits
Managing Sequence of Returns Risk with Home Equity, CA CPA Credits
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 1 CE Credit for CPA's only Duration: 1 hour Trainer: Phil Walker, FAR - Retirement Strategies
2 events,
***Friday Highlight
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. ***HomeSafe Overview Password: 8A^2?M5?