What Advisors Should Know When a Client Downsizes or Rightsizes Their Home
2020-07-16 14:00 - 15:00, 2020-06-18 14:00 - 15:00 (America/New_York)
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!

How to Fast Track your Loan
2020-07-15 14:30 - 15:30
FAR will show you how to submit your loan so there are very minimal conditions if any.

Trainer: Jessica Rankins, AVP Training and Process Management
To register for the class please click here.
Remember the class will be held at 2:30 pm, EDT (11:30 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
2020-07-14 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!

Wholesale Processing
2020-07-13 12:30 - 13:30
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 12:30 pm, EST (9:30 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
2020-07-10
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome.

***Reverse Mortgage 101
Password: [REDACTED]

HomeSafe® New York
2020-07-09 15:00 - 16:00
Due to regulations only required in New York FAR has created a tutorial to ensure you are aware of all of the intricacies.
Trainer: Jim McMinn, FAR – Lead Sales Trainer and Marci Stevenson, RCC Lead 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!

Preparing for the Rebound - Managing Sequence of Returns Risk with Home Equity
2020-07-09 14:00 - 16:00
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!

Empathy in Sales: Why it Matters
2020-07-08 15:30 - 16:30
Empathy is an essential trait to develop in work and life. Empathy is difficult to develop in Sales. Relationship building and emotional intelligence are crucial.
Trainer: Jim McMinn, FAR – Lead Sales Training Manager and Marci Stevenson, RCC Lead Trainer
To register for the class please click here.
Remember the class will be held at 3:30 pm, EST (12:30 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
2020-07-08 14:30 - 15:30
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 2:30 pm, EST (11:30 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 Mortgage 101 Part 3
2020-07-07 15:00 - 16:00
Whether you are new to the industry or want to brush up on your RM skills this call is for you. This is a 3 part call with the third part starting at 3pm and will be discussing: Safeguards, Reverse vs. Conventional Loan and Making a Difference!
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 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 Mortgage 101 Part 2
2020-07-07 14:15 - 14:45
Whether you are new to the industry or want to brush up on your RM skills this call is for you. This is a 3 part call with the second part starting at 2:15 pm and will be discussing: Eligibility and Responsibility, Math that Matters and The Products.
Trainer: Jim McMinn, FAR – Lead Sales Training Manager
To register for the class please click here.
Remember the class will be held at 2:15 pm, EST (11:15 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 Mortgage 101 Part 1
2020-07-07 13:30 - 15:00
Whether you are new to the industry or want to brush up on your RM skills this call is for you. This is a 3 part call with the first part starting at 1:30pm and will be discussing: What is a Reverse Mortgage?, Historical Perspective and The Borrower.
Trainer: Jim McMinn, FAR – Lead Sales Training Manager
To register for the class please click here.
Remember the class will be held at 1:30 pm, EST (10:30 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!

HomeSafe® Overview
2020-07-06 13:30 - 14:30
FAR’s proprietary product offers the perfect niche for home values greater than HUD’s HECM limits.
Trainer: Jim McMinn, FAR – Lead Sales Trainer
To register for the class please click here.
Remember the class will be held at 1:30 pm, EDT (10:30 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!

FAR Offices Closed
2020-07-03
FAR Offices are closed in observance of Independence Day!

***Friday Highlight
2020-07-03
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome.

***HomeSafe Overview
Password: [REDACTED]

Managing Sequence of Returns Risk with Home Equity, CA CPA Credits
2020-07-02 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 1 CE Credit for CPA’s 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!

***Recording
2020-07-01
***HECM and HomeSafe® Practical Product Use to Meet Borrower’s Financial Goals

Password: [REDACTED]

Intro to FAU (Finance of America University)
2020-06-29 14:00 - 15:00
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 Windler, Learning Systems Administrator and Instructional Design
To register for the class please click here.
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
2020-06-26
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome.

***Line of Credit and how it is Determined
Password: [REDACTED]

Funding Long Term Care and Preserving Income with Home Equity
2020-06-25 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!

Grass Roots Marketing: Phase 2
2020-06-25 13:30 - 14:30
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: Lorraine Geraci, VP of Learning and Development
To register for the class please click here.
Remember the class will be held at 1:30 pm, EDT (10:30 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!

**Monday Highlights
2020-06-24
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome.

***ReverseVision Overview
Password: [REDACTED]

HECM and HomeSafe® Practical Product Uses
2020-06-23 14:00 - 15:00
Explore each product, when a borrower might choose one product over another, and their different characteristics.
Trainer: Jim McMinn, Lead Sales Training Manager and Karen Resch, Sales Trainer
To register for the class please click here.
Remember the class will be held at 2 pm, EDT (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:

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!

**Monday Highlights
2020-06-22
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome.

***What Sales Should Know About Servicing
Password: [REDACTED]

In order to receive CRMP credit you must attend a live class or take the course on FAU

***Friday Highlights
2020-06-19
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome.
***New York HECM Loans
Password: [REDACTED]

Selling the HECM LOC Growth Rate Feature, CRMP approved
2020-06-18 13:30 - 14:30
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: Jim McMinn, FAR – Lead Sales Trainer
To register for the class please click here.
Remember the class will be held at 1:30 pm, EST (11:30 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
2020-06-17 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!

HomeSafe® Overview
2020-06-16 14:00 - 15:00
FAR’s proprietary product offers the perfect niche for home values greater than HUD’s HECM limits.
Trainer: Jim McMinn, FAR – Lead Sales 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 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!

**Monday Highlights
2020-06-15
Listen to some recorded webinars to brush up on your Reverse Mortgage skills! These are links to recordings. If you cannot open the links in Internet Explorer try Chrome.

***Grass Roots Marketing: Phase 2
Password: [REDACTED]
