Events

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

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,

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

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

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

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

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 12 pm, EST (9 am, PDT) HOW to Join the Webinar REGISTRATION: Once you

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

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: Dan Hultquist, VP of Organizational Developement To register for the class please click here. Remember the class will be held

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

Did you know that you can close your loan in a Trust?  This class will go over the qualifications of Trust Agreements. 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 2 pm, EST (11 am, PDT) HOW to Join

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