Calendar of Events
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1 event,
Seasoning and Occupancy
Seasoning and Occupancy
You will lean the difference between Seasoning and Occupancy and what documentation can be used for verification 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 12:30 pm, EST (9:30 am, PDT) HOW to Join the Webinar REGISTRATION: Once you
1 event,
HECM Non-Borrowing Spouse
HECM Non-Borrowing Spouse
How are Non-Borrowing Spouses and Non-Borrowing Owners treated? What can and can't they do? Trainer: Sue Haviland - National Sales Trainer and Barb Cripple - Retail Sales Training Manager To register for the class please click here. Remember the class will be held at 3 pm, EST (12pm, PDT) HOW to Join the Webinar REGISTRATION:
2 events,
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
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 Wholesale Trainer and Barb Cripple, Retail Sales Training Manager 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:
2 events,
Preparing for the Rebound, CFP CE
Preparing for the Rebound, CFP CE
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 to register Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION:
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***HECM to HECM Refinance Passcode: &Ha8o38S Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
1 event,
L&D Annual Conference
Learning and Development will be meeting from the 6th to the 8th to discuss 2022.
2 events,
L&D Annual Conference
Learning and Development will be meeting from the 6th to the 8th to discuss 2022.
Reverse Illustrator and Financial Planning
Reverse Illustrator and Financial Planning
With rapidly appreciating home values, more and more Financial Advisors and their clients are taking a fresh look at Reverse Mortgages. Now with our powerful Illustrator tool, you will be able to show them the flexibility and options that a reverse mortgage can bring to a financial plan. The Illustrator combines interactive charts and graphs
1 event,
L&D Annual Conference
Learning and Development will be meeting from the 6th to the 8th to discuss 2022.
2 events,
What Advisors Should Know When a Client wants to Rightsize, CFP CE
What Advisors Should Know When a Client wants to Rightsize, CFP CE
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 to register Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION:
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Insights into Understanding Our Aging Population Passcode: d4vWyqD+ Link works best in Chrome and best to manually input the passcode. This is a CRMP approved course but in order to receive credit you must take live or on FAU.
0 events,
0 events,
0 events,
3 events,
B2B Relationship Building for Loan Officers
B2B Relationship Building for Loan Officers
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
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
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
1 event,
HECM Math 1: The Basics
HECM Math 1: The Basics
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: Bo Higby, Sales
2 events,
Funding Long Term Care with Home Equity, CFP CE
Funding Long Term Care with Home Equity, CFP CE
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 to register Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION:
1 event,
***Friday Highlights
This is a recording from a previous call that you can view at your leisure. ***Product Options Overview Passcode: *B59ySs7 Link works best in Chrome and best to manually input the passcode.
0 events,
0 events,
1 event,
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: Sue Haviland, National Sales Trainer and Barb Cripple, Retail Sales Training Manager Click here to register Remember the class will be held at 1 pm, EST (10am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately
0 events,
1 event,
**Recorded Webinar
This is a recording from a previous call that you can view at your leisure. ***In Home Care Passcode: g3G#?l=. Link works best in Chrome and best to manually input the passcode.
1 event,
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 to register Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION:
1 event,
FAR Offices Closed
FAR offices are closed today for the Christmas holiday. Season's Greetings and have a wonderful Holiday Season!!
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 3:30 pm, EST (12:30 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get
1 event,
Seasoning and Occupancy
Seasoning and Occupancy
You will lean the difference between Seasoning and Occupancy and what documentation can be used for verification 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
1 event,
***Recorded Webinar
This is a recording that you can listen to at your leisure. **ReverseVision Overview Passcode: ZtQUQ7Q?
1 event,
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 to register Remember the class will be held at 3 pm, EST (12 pm, PST) HOW to Join the Webinar REGISTRATION:
1 event,
FAR Offices Closed
FAR Offices Closed
FAR offices are closed today due to the New Year Holiday. Happy New Year, be safe and enjoy!!