Training
The Power of Questioning in the Reverse Mortgage Sales Process
Sales professionals often spend too much time pitching, and not enough time asking the right strategic questions. In this training, we'll explore the value of strategic questioning and give you 8 reasons you should be asking more questions when meeting with clients and referral sources. Trainer: Dan Hultquist, VP Organizational Development To register for the
Preparing for the Rebound
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,
Videos to watch at your leisure regarding Link
These are videos that you can watch at your leisure regarding Link: Link Re-disclosures Link Submitting Conditions Link Funding Extracts Link Drawing Closing Docs
Submitting Conditions
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
Reverse Illustrator Training
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
Broker Compensation
If you are wondering what sort of questions to ask your clients in order to put them in the proper loan product this is the webinar for you. We will be showing you how to structure a loan in ReverseVision dependent on the client's needs. Trainer: Jim McMinn, FAR - Lead Sales Training Manager To
Professional Videos from Home
In this class you will learn how to turn your home office setup into a professional recording studio! RAR's Visual Media Specialist will walk you through tips and tricks to make your home recordings stand out from the crowd. From DIY materials you have sitting around the house all the way to affordable equipment you
What Advisors Should Know when Retirees Want to Relocate/Downsize
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
Introduction to Finance of America University (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: Meagan Medina, Learning Systems Administrator and Lorraine Geraci, VP of Learning and Development To
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: Jim McMinn, FAR, Lead – Sales Training Manager Click here to register Remember the class will be held at 1:30 pm, EST (10:30 am, PDT) HOW to
Financial Safeguards for Older Adults, CRMP approved
Learn how to identify and understand the Financial Safeguards with the HECM program and how to communicate that information to your borrowers. Trainer: Jim McMinn, FAR - Lead Sales Training Manager To register for the class please click here. Remember the class will be held at 3 pm, EST (12 pm, PDT) HOW to Join
Knowing the Rules of the Game, CRMP approved
Knowing the truths and misconceptions of a Reverse Mortgage is important to know and understand for any Reverse Sales Professional in order to answer questions and set expectations. Trainer: Jim McMinn, FAR - Lead Sales Training Manager To register for the class please click here. Remember the class will be held at 3 pm, EST
