Planning Success: Smart Time Management for Sales
2022-03-08 13:00 - 14:00 (America/New_York)
Purpose of this training is to provide basic time management principles for those involved in lead generation and sales. Time management is a process for developing a plan to manage one’s activities and to track the effectiveness of one’s plan. Utilization of a time management plan can lead to increased production in sales and lead generation.
Trainer: Bo Higby, Sales Training Coach
To register for the class please click here.
Remember the class will be held at 1 pm, EST (10 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Product Options
2022-03-09 13:00 - 14:00
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 at 1pm, EST (10 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
AUDIO:

TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

B2B Relationships for Loan Officers
2022-03-09 14:00 - 15:00
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 2 pm, EST (11 am, PST)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

What Advisors Should Know when a Client wants to Rightsize
2022-03-10 14:00 - 15:00
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 to improve portfolio longevity
• How a reverse mortgage can help clients age in place and prevent portfolio liquidation
• How to relocate while protecting assets

Trainer: Phil Walker, FAR – Retirement Strategies
To register for the class please click here.
Remember the class will be held at 2 pm, EST (11 am, PST)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Insights to Understanding Our Aging Population, CRMP Approved
2022-03-10 14:00 - 15:00
Join us to learn about the Reverse Mortgage industry facts, demographics, statistics and information to make you more effective in your market. This is a CRMP approved course and you can earn 1 CRMP CE credit.
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 2 pm, EST (11 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code

You’re now in the class! We’re looking forward to it!

***Friday Highlights and What's Happening Next?
2022-03-11
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:
Overcoming Objections

HomeSafe® Overview
2022-03-14 13:00 - 14:00
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 1 pm, EDT (10 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
AUDIO:

TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

HECM to HECM Refinance
2022-03-15 12:00 - 13:00
See how a HECM to HECM might increase your business potential. Learn how to calculate the numbers to determine the benefit to the borrower, whether or not counseling can be waived, and when to locate key refinance information.
Trainer: Jessica Rankins, AVP of Training and Process Management and Sue Haviland, National Sales Trainer
To register for the class please click here.
Remember the class will be held at 12 pm, EDT (9 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Overcoming Objections
2022-03-15 13:00 - 14:00
A guide for Sales and Reverse Professionals
Trainer: Bo Higby, Sales Training Coach
To register for the class please click here.
Remember the class will be held at 1 pm, EST (10 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Creating a Proposal Package in ReverseVision
2022-03-16 14:00 - 15:00
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 pm, EST (11 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Funding Long Term Care with Home Equity
2022-03-17 14:00 - 15:00
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 held at 2 pm, EST (11 am, PST)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

***Friday Highlights and What's Happening Next?
2022-03-18
Thank you for spending some time with us this week. Take a look at FAR’s featured recording that you can access on demand.
Life of Loan
No password required

Take a look at next weeks highlighted featured course:
Wholesale Processing

HomeSafe® Refinance
2022-03-21 12:00 - 13:00
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 please click here.
Remember the class will be held at 12 pm, EDT (9 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
AUDIO:

TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

HomeSafe® Select
2022-03-22 13:00 - 14:00
FAR’s proprietary product offers the perfect niche for home values greater than HUD’s HECM limits.
Trainer: Susan Haviland- National Wholesale Sales Trainer
To register for the class please click here.
Remember the class will be held at 1 pm, EDT (10 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
AUDIO:

TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Wholesale Processing
2022-03-23 13:00 - 14:00
Getting started with FAR in regards to submitting loans through ReverseVision, stacking list, and re-disclosures and submission.
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 1 pm, EST (10 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Creating an Application Package in ReverseVision
2022-03-24 15:00 - 16:00
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 (12 pm, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

***Friday Highlights and What's Happening Next?
2022-03-25
Thank you for spending some time with us this week. Take a look at FAR’s featured recording that you can access on demand.
Financial Assessment Tips
No password required

Take a look at next weeks highlighted featured course:
Course coming soon!

Reverse Illustrator for Financial Planning Concepts
2022-03-30 14:00 - 15:00, 2022-04-13 14:00 - 15:00
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 to answer a number of “what if” questions such as:
* How would the available line-of-credit change if voluntary payments are made?
* What impact would rising interest rates have on the loan and line of credit balances?
* What if the home value stayed flat or even declined?
* How much money could be taken out from the reverse at a later date?
Join us to learn how to navigate this easy to use software. We will also review several concepts that you can share with your prospects and referral partners that have led to actual sales.
Trainer: Steve Resch, FAR – VP of Retirement Strategy Division
To register for the class please click here.
Remember the class will be held at 2:00 pm, EST (11:00 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

*Friday Highlights and What's Happening Next?
2022-04-01
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

*Monday Recap
2022-04-04
This is a recording from a previous call on:
***Funds to Close
Passcode not required
The link works best in Chrome

*Monday Recap
2022-04-05
This is a recording from a previous call on:
***Introduction to Reverse for Purchase
Passcode not required
The link works best in Chrome

Creating Urgency
2022-04-06 11:00 - 23:30
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 to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

Preparing for the Rebound, CFP CE
2022-04-07 14:00 - 15:00
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, FAR – Retirement Strategies
To register for the class please click here.
Remember the class will be held at 2 pm, EST (11 am, PST)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

*Friday Highlight and What's Happening Next?
2022-04-08
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

*Monday Recap
2022-04-11
This is a recording from a previous call on:
***ReverseVision Overview
Passcode not required
The link works best in Chrome

B2B Relationship Building
2022-04-12 14:00 - 15:00

Introduction to Reverse
2022-04-13 11:00 - 12:00
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 here
Remember the class will be held at 11am, EST (8 am, PDT)
HOW to Join the Webinar

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.

AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR

ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code

You’re now in the class! We’re looking forward to it!

Creating a ReverseVision Proposal Package
2022-04-13 15:00 - 16:00
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

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!

ReverseVision Basics - Proposal
2022-04-14 12:30 - 13:30
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

REGISTRATION: Once you register, you will immediately get a confirmation email that will have the link to the class, the ability to add that class to your calendar and instructions on joining.
JOIN: Please join the conference via the provided link in your confirmation email 5-10 minutes prior to the start of the class.
AUDIO: COMPUTER: Once you’re in the waiting room, you can also choose to listen via your computer’s speakers.
TELEPHONE: Once you’re in the waiting room, choose to either “Use Telephone” and call the number provided, OR
ACCESS CODE: Then put in the access code followed by #.
AUDIO CODE: If you’re using your phone for audio, please also put in Audio Code #

You’re now in the class! We’re looking forward to it!
