Events

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,

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 4 pm, EST (1 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately

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

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

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

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

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 4 pm, EST (1 pm, PDT) HOW to Join the Webinar REGISTRATION: Once you

Empathy is an essential trait to develop in work and life. Empathy is difficult to develop in Sales. Relationship building and emotional intelligence are crucial. Trainer: Bo Higby, Sales Coach/Trainer To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am, PDT) HOW to Join the

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

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

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

How are Non-Borrowing Spouses and Non-Borrowing Owners treated?  What can and can't they do? Trainer: Bo Higby, Sales Coach/Trainer To register for the class please click here. Remember the class will be held at 11am, EST (8am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a confirmation email that

Learn more about refinancing reverse mortgage loans (HECM, other proprietary reverse mortgage of HomeSafe) to FAR's proprietary product, which offers the perfect niche for home values greater than HUD's HECM limits.  This product is usefully used as a retirement planning tool.  Trainer: Jessica Rankins, AVP of Training and Process Management To register for the class

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,