***Friday Highlight
2021-02-19
This is a recording from a previous call that you can view at your leisure.
***All About CMT
Password: [REDACTED]
Link works best in Chrome and best to manually input the passcode.

Total Expert Training
2021-02-18 15:00 - 16:00, 2021-02-11 15:00 - 16:00, 2021-02-04 15:00 - 16:00, 2021-01-28 15:00 - 17:00 (America/New_York)
Total Expert Workshop – 30 minute training on how to use Total Expert
Trainer: Ryan Schmidt, Brett Kelly and Meg Murray – Wholesale Marketing Team
To register for the class please click here.
Remember the class will be held at 3 pm, EST (12 pm, 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!

Funding Long Term Care with Home Equity
2021-02-18 14:00 - 15:00, 2021-01-21 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!

Required Documents for Different Types of Income
2021-02-17 14:00 - 15:00
Lean what sort of documents will satisfy proof of income.
Trainer: Barb 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!

Submitting Conditions
2021-02-16 12:00 - 13:00
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 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 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!

FAR Offices Closed
2021-02-15
FAR offices will be closed today in observance of President’s Day!

***Friday Highlight
2021-02-12
This is a recording from a previous call that you can view at your leisure.
***HomeSafe® Overview
Password: [REDACTED]
Link works best in Chrome and best to manually input the passcode.

What Advisors Should Know When a Client Wants to Rightsize Their Home
2021-02-11 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!

Financial Safeguards for Older Adults, CRMP approved
2021-02-11 13:00 - 14:00
Learn how to identify and understand the Financial Safeguards with the HECM program and how to communicate that information to your borrowers.
Trainer: Sue Haviland, National Sales Trainer
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!

HECM Non-Borrowers, CRMP Approved
2021-02-10 13:00 - 14:00
How are Non-Borrowing Spouses and Non-Borrowing Owners treated? What can and can’t they do?
Trainer: Dan Hultquist, VP of Organizational Development and Sue Haviland, National Sales Trainer
To register for the class please click here.
Remember the class will be held at 1 pm, EST (10am, 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 LOC Growth Feature, CRMP approved
2021-02-09 13:00 - 14:00
Explaining how the Line of Credit works can make or break the deal. Know the facts and understand that the Growth Rate is important for any Reverse Sales Professional to know.
Trainer: Dan Hultquist, VP of Organizational Development and Sue Haviland, National Sales Trainer
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!

Introduction to Reverse
2021-02-08 14:00 - 15:00
Whether you are new to the industry or want to brush up on your RM skills this call is for you. We will be discussing: What is a Reverse Mortgage?, Historical Perspective and The Borrower.
Trainer: Sue Haviland, National Sales Trainer
To register for the class please click here.
Remember the class will be held at 2 pm, EST (11am, 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
2021-02-05
This is a recording from a previous call that you can view at your leisure.
***Knowing the Rules of the Game
Password: [REDACTED]
This is a CRMP approved course but in order to receive credit you must view as a live class or online.

Preparing For The Rebound, CFP CE Approved
2021-02-04 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!

Going 3 Deep: Finding Your Borrower's Needs
2021-02-03 15:00 - 16:00
We will discuss the types of questions to ask your client to find out exactly what they are looking for.
Trainer: Barb Cripple, Retail Sales Trainer
To register for the class please click here.
Remember the class will be held at 3 pm, EDT (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:

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 Math 1: Basics
2021-02-02 15:00 - 16:00
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: Dan Hultquist, VP of Organizational Development and Sue Haviland, National Sales Trainer
To register for the class please click here.
Remember the class will be held at 3 pm, EDT (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!

Monday Re-Cap
2021-02-01
This is a recording from a previous call on:
***ReverseVision Overview
Passcode: [REDACTED]
The link works best in Chrome and best to manually input the passcode.

***Friday Highlights
2021-01-29
This is a recording from a previous call that you can view at your leisure.
***All About the CMT
Password: [REDACTED]

Recorded Webinar
2021-01-28
This is a recording from a previous call that you can view at your leisure.
***The Power of Questioning in the Reverse Mortgage Sales Process
Password: [REDACTED]

HomeSafe® Overview
2021-01-27 13:00 - 14:00
FAR’s proprietary product offers the perfect niche for home values greater than HUD’s HECM limits.
Trainer: Dan Hultquist, VP of Organizational Development
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!

Unlock Purchasing Power - In Reverse (A Guide for LOs)
2021-01-26 15:00 - 16:00
Market research indicates that between 2018-2030, 20% of all homes purchased will be built or bought by people 55 and older. Learn how you can position yourself to be a trusted adviser by servicing your realtor referral partners with the knowledge of the H4P product. The use of this powerful product can expand their earning potential while increasing the quality of life of their older clients.
During this time we can now deliver this class via webinar to those in states we are approved to deliver Continuing Education. This class will be for sales on how to market this class to their Realtors to attend remotely.
Trainer: Lorraine Geraci, FAR – VP of Learning and Development
To register for the class please click here.
Remember the class will be held at 3:00 pm, EST (12 pm, 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!

To Be Determined
2021-01-25 15:00 - 16:00
This is a place holder for any webinar we need to add in for the month.
Trainer:
To register for the class please click here.
Remember the class will be held at 3 pm, EDT (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:

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!

***Friday Highlights
2021-01-22
This is a recording from a previous call that you can view at your leisure.
***Trusts
Password: [REDACTED]

ReverseVision Overview
2021-01-20 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!

Submitting Conditions
2021-01-20 14:00 - 15:00
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 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!

Reverse Illustrator
2021-01-19 14:00 - 15:00
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 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!
