Calendar of Events
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Reverse Illustrator for Financial Planning Concepts
Reverse Illustrator for Financial Planning Concepts
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
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*Friday Highlights and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. Planning Success/Smart Time Management No password required Take a look at next weeks highlighted featured course: Creating Urgency
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1 event,
*Monday Recap
This is a recording from a previous call on: ***Funds to Close Passcode not required The link works best in Chrome
1 event,
*Monday Recap
This is a recording from a previous call on: ***Introduction to Reverse for Purchase Passcode not required The link works best in Chrome
1 event,
Creating Urgency
Creating Urgency
Recognize the common procrastination tactics and train yourself to respond in a manner that assists in motivating a borrower's decision to move forward, sooner, rather than later. Trainer: Bo Higby, Sales Training Coach To register for the class please click here. Remember the class will be held at 11 am, EST (8 am, PDT) HOW
1 event,
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,
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*Friday Highlight and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. HECM to HECM Refinance No password required Take a look at next weeks highlighted featured course: Introduction to Reverse
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*Monday Recap
This is a recording from a previous call on: ***ReverseVision Overview Passcode not required The link works best in Chrome
1 event,
B2B Relationship Building
B2B Relationship Building
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
3 events,
Introduction to Reverse
Introduction to Reverse
The Home Equity Conversion Mortgage (HECM), also known as a reverse mortgage, is a federally insured home loan that allows adult homeowners, aged 62 and older, to convert a percentage of their home equity into cash or a line of credit (LOC) Trainer: Sue Haviland, National Sales Trainer To register for the class please click
Reverse Illustrator for Financial Planning Concepts
Reverse Illustrator for Financial Planning Concepts
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
Creating a ReverseVision Proposal Package
Creating a ReverseVision Proposal Package
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 3 pm, EST (12pm, PDT) HOW to Join the Webinar
3 events,
ReverseVision Basics – Proposal
ReverseVision Basics – Proposal
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 12:30 pm, EST (9:30am, PDT) HOW to Join the Webinar
What Advisors Should Know When a Client Rightsizes their Home
What Advisors Should Know When a Client Rightsizes 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
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: Sue Haviland, National
1 event,
*Friday Highlight and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. HomeSafe® Select No password required Take a look at next weeks highlighted featured course: Financial Assessment - Willingness and Capacity, CRMP
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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
Product Options
Product Options
As you will see, the Home Equity Conversion Mortgage 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
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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 To register for the class please click here. Remember the class will be held at
3 events,
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
Grass Roots Marketing
Grass Roots Marketing
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: Bo Higby, Sales Training Coach To register for the class please click here. Remember the class will be held at 1 pm, EDT (10 am, PDT)
Cancelled: Illustrator – Live Demonstration
Cancelled: Illustrator – Live Demonstration
Cancelled due to updates being made. Please join us for a live demonstration on how to run potential numbers in Illustrator, FAR's online calculator. Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 2:00 pm, EST (11:00am, PDT) HOW to Join the Webinar REGISTRATION: Once you
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
ReverseVision Basics – Proposal
ReverseVision Basics – Proposal
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 2:30 pm, EST (11:30am, PDT) HOW to Join the Webinar
1 event,
*Friday Highlight and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. Submitting a Clean Loan No password required Take a look at next weeks highlighted featured course: HECM Non-Borrowing Spouses
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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 To register for the class please click here. Remember the class will be held at 2 pm, EST (11 am, PST)
1 event,
Overcoming Objections
Overcoming Objections
Empower people to make informed, fact-based decisions about reverse mortgages by learning how to address the common objections and misconceptions often associated with the industry. Trainer: Bo Higby, Sales Training Coach To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW to Join
1 event,
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 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: Once you register, you will immediately get
2 events,
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: Jessica Rankins, AVP Training and Process Management To register for the class please click here. Remember the class will be held at 3:30pm, EST (12:30pm, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get a
Creating an Application Package in ReverseVision
Creating an Application Package in ReverseVision
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 2pm, EST (11am, PDT) HOW to Join the Webinar REGISTRATION:
1 event,
*Friday Highlight and What’s Happening Next?
Thank you for spending some time with us this week. Take a look at FAR's featured recording that you can access on demand. HECM Math 2 No password required Take a look at next weeks highlighted featured course: To be Determined
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Creating Urgency
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