Calendar of Events
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1 event,
1 event,
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: Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held
1 event,
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
2 events,
Link Training Demonstration
Link Training Demonstration
This will be a live demonstration on how to use FAR's Learning Operations System Link. Trainer: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
Total Expert Workshop
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 please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***EquityAvail for Sales Passcode: @bB.8qVP Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
1 event,
Introduction to FAU
Introduction to FAU
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: Christina Danish, Administrative Supervisor To register for the class please click here. the class
1 event,
Life Expectancy Set-Aside (LESA)
Life Expectancy Set-Aside (LESA)
What exactly is a LESA? This is a great class to learn exactly how a LESA is calculated to better explain to your borrowers. Trainer: Sue Haviland, National Sales Trainer To register for the class please click here. the class will be held at 1 pm, EST (10 am, PDT) HOW to Join the Webinar
2 events,
Financial Assessment, Willingness and Capacity, CRMP Approved
Financial Assessment, Willingness and Capacity, CRMP Approved
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: Susan Haviland, National Sales Trainer and Barb Cripple, Retail Sales Trainer To register for the class please click here. Remember
Increase Sales with the Reverse Illustrator
Increase Sales with the 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
2 events,
Preparing for the Rebound, CFP CE approved
Preparing for the Rebound, 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,
Total Expert Workshop
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 please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Reverse Facts Passcode: fCfB#4es Link works best in Chrome and best to manually input the passcode. This is a CRMP approved course but in order to earn credit you must take a live class or online.
0 events,
0 events,
1 event,
Funds to Close
Funds to Close
If you have to bring funds to closing what are acceptable funds? 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 register, you will immediately get
1 event,
Ask the Trainer!
Ask the Trainer!
The trainers will go over any product related questions sent ahead of time. When registering you will be prompted to ask your questions. We will not be able to go over pricing and compensation. If you are looking for information on that please contact your Account Executive/Sales Support. Trainer: Susan Haviland, National Sales Trainer and
1 event,
Financial Assessment Tips
Financial Assessment Tips
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: Jessica Rankins, AVP of Training and Process Management To register for the class please click here. Remember the class will
2 events,
What Advisors Should Know When Their Client Wants to Rightsize
What Advisors Should Know When Their Client Wants to Rightsize
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
Total Expert Workshop
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 please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Marketing and Ethics Passcode: 9c0%n7u$ Link works best in Chrome and best to manually input the passcode. This is a CRMP approved course but in order to earn credit you must take a live class or online.
0 events,
0 events,
2 events,
*Featured Class Product Options
*Featured Class Product Options
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 and HomeSafe Standard and Select. Trainer: Sue Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held
In-House Processing
In-House Processing
FAR is pleased to offer our valued partners the option of In-House Processing. We are offering this service (for a nominal fee) as an additional tool to enable our partners to streamline their business. Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will
2 events,
Financial Safeguards for Reverse Mortgage Borrowers
Financial Safeguards for Reverse Mortgage Borrowers
Strategies for recognizing fraud and keeping Older Adults safe from financial predators and abuse. Trainer: Lorraine Geraci, VP of Learning and Development Click here to register Remember the class will be held at 12 pm, EST (9am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that
Grass Roots Marketing – Reboot
Grass Roots Marketing – Reboot
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: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 1 pm, EDT (10 am, PDT)
2 events,
HomeSafe® Overview
HomeSafe® Overview
FAR's proprietary product offers the perfect niche for home values greater than HUD's HECM limits. Trainer: Sue Haviland, National Sales Trainer and Barb Cripple, Retail Sales Trainer To register for the class please click here. Remember the class will be held at 1 pm, EDT (10 am, PDT) HOW to Join the Webinar REGISTRATION: Once
B2B – How to Develop Relationships with Professionals
B2B – How to Develop Relationships with Professionals
This free webinar will cover the distinct difference between B2B and B2C marketing of reverse mortgages. How to build your B2B marketing plan, and how to simply integrate that plan into your existing schedule. Trainer: Phil Walker, FAR - Retirement Strategies To register for the class please click here. Remember the class will be held at
2 events,
Funding Long Term Care with Home Equity
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 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
Total Expert Workshop
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 please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Power of Attorney Passcode: yG7PH3&? Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
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: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 1pm, EST (10am, PDT) HOW to Join the Webinar REGISTRATION:
1 event,
Link Training Demonstration
Link Training Demonstration
This will be a live demonstration on how to use FAR's Learning Operations System Link. Trainer: Susan Haviland, National Sales Trainer To register for the class please click here. Remember the class will be held at 1 pm, EST (10 am, PST) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
1 event,
EquityAvail for Sales
EquityAvail for Sales
FAR is excited about our new Proprietary Product, EquityAvail. Please join us on this call to learn how the program works, where to access information and some scenarios. Trainer: Susan Haviland, National Sales Trainer and Barbara Cripple, Retail Sales Trainer To register for the class please click here. Remember the class will be held at
2 events,
Total Expert Workshop
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 please click here. Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION: Once you register,
In-House Processing
In-House Processing
FAR is pleased to offer our valued partners the option of In-House Processing. We are offering this service (for a nominal fee) as an additional tool to enable our partners to streamline their business. Trainer: Jessica Rankins, FAR's AVP Training and Process Management To register for the class please click here. Remember the class will
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Life Expectancy Set Aside Passcode: ?Tgs1DJE Link works best in Chrome and best to manually input the passcode.