Calendar of Events
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2 events,
HECM Math Part 1
HECM Math Part 1
This is a 2 part training that will explore some basic and advanced HECM calculations. Keep in mind, your loan origination system will automatically perform these calculations however learning how these calculations work will help you better understand the HECM product. In this section we will talk about the Basic calculations Trainer: Jim McMinn, FAR's
HECM Math Part 2
HECM Math Part 2
This is a 2 part training that will explore some basic and advanced HECM calculations. Keep in mind, your loan origination system will automatically perform these calculations however learning how these calculations work will help you better understand the HECM product. In this section we will talk about the Advanced calculations In this section we
1 event,
***Recording
***Financial Safeguards for Older Adults Password: 8Z!4i3$c In order to receive CRMP credit you must attend a live class or take the class on FAU
1 event,
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 3 pm, EDT (12
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Back to Basics: Going 3 Deep with Questions
Back to Basics: Going 3 Deep with Questions
The importance of asking questions in selling is unquestionable, the deeper you get the more valuable the knowledge and the greater your selling advantage. 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 1:30 pm,
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***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
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Wholesale Processing
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 3 pm, EST (12 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you
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HECM Non-Borrowers, CRMP approved
HECM Non-Borrowers, CRMP approved
How are Non-Borrowing Spouses and Non-Borrowing Owners treated? What can and can't they do? Trainer: Dan Hultquist, VP of Organizational Development 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 get
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Preparing for the Rebound
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
***Unlock Purchasing Power - In Reverse (A Guide for Loan Officers) Password: bd5&QZ&4
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***Monday Recap
***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 FAU
1 event,
Reverse Illustrator
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
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How to Fast Track your Loan
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 3 pm, EDT (12 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register,
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What Advisors Should Know When Retirees Want to Relocate or Downsize Their Home
What Advisors Should Know When Retirees Want to Relocate or Downsize 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
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Intent and Creation of the HECM, CRMP approved
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 the years to insure safeguards and protections for the benefit of the borrower, and requirements of the borrower to insure the longevity and integrity of
Submitting a Clean Loan
Submitting a Clean Loan
Learn how to submit a clean loan from the start to prevent conditions. 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 3 pm, EST (12 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
1 event,
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
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***Monday Recap
***Reverse for Purchase Password: 2t$74&#G In order to receive CRMP credit you must attend a live class or take the class on FAU
1 event,
Grass Roots Marketing: Reboot
Grass Roots Marketing: Reboot
Due to a conflict with the instructor's schedule this call has been moved to 3pm EST today. This course is designed to help Reverse Mortgage Professionals market to Business to Business, Business to Consumer and Business to Communities with a twist of doing this virtually. Trainer: Lorraine Geraci, VP of Learning and Development To register
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Cancelled: HomeSafe Select
Cancelled: HomeSafe Select
Cancelled: Due to a conflict in the Instructor's schedule. FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Marci Stevenson- RCC Lead Sales Trainer To register for the class please click here. Remember the class will be held at 2 pm, EDT (11 am, PDT) HOW to Join
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****Recording
***Financial Safeguards for Older Adults Password: 8Z!4i3$c In order to receive CRMP credit you must attend a live class or take the class on FAU
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Introduction to Reverse
Introduction to Reverse
Whether you are new to the industry or want to brush up on your RM skills this call is for you. We will be discussing: What is a Reverse Mortgage?, Historical Perspective and The Borrower. Trainer: Lorraine Geraci, FAR - VP of Learning and Development To register for the class please click here. Remember the
1 event,
***Recording
This is a recording from a previous call that you can view at your leisure. ***How to Fast Track Your Loan Password: GUwW4i%N
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Sequence of Risk Returns, CFP CE approved
Sequence of Risk Returns, 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,
1 event,
**Friday Highlights
***Intent and Creation of the HECM Password: ^0t@#oP+ This is a CRMP approved course but to earn credit you must attend a live class or watch it on FAU