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12:30 pm
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
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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
Find out more »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
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