Financial Assessment - Willingness and Capacity, CRMP approved
2021-07-26 14:00 - 15:00 (America/New_York)
Looking at a RM borrower qualification through the Financial Assessment lens. A review of the different credit scenarios of the Reverse Mortgage Borrower. Includes willingness and capacity, liabilities, property charges, extenuating circumstances and LESA.
Trainer: Susan Haviland, National Sales Trainer and 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!

***Friday Highlights
2021-07-23
This is a recording from a previous call that you can view at your leisure.
***HomeSafe Overview

Passcode: [REDACTED]

Link works best in Chrome and best to manually input the passcode.

Total Expert Workshop
2021-07-22 15:00 - 16:00, 2021-07-15 15:00 - 16:00, 2021-07-08 15:00 - 16:00, 2021-07-01 15:00 - 16:00, 2021-06-24 15:00 - 16:00
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
2021-07-22 14:00 - 15:00, 2021-06-24 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!

Cancelled: Grass Roots Marketing - Reboot
2021-07-21 12:30 - 13:30
Cancelled due to a conflict with the Instructors schedule.
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: Susan Haviland, National Sales Trainer
To register for the class please click here.
Remember the class will be held at 12:30 pm, EDT (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!

Using the Reverse Illustrator with Financial Advisors
2021-07-20 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!

Submitting a Clean Loan
2021-07-19 13:00 - 14:00
Learn how to submit a clean loan from the start to prevent conditions.
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!

***Friday Highlights
2021-07-16
This is a recording from a previous call that you can view at your leisure.
***Link Training

Passcode: ?@0Dgd#z

Link works best in Chrome and best to manually input the passcode.

What Advisors Should Know When a Client Rightsizes
2021-07-15 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!

Submitting Conditions
2021-07-14 15:00 - 16:00
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 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!

Unlock Purchasing Power - In Reverse (A Guide for LO's)
2021-07-14 11:00 - 12:00
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 11 am, EST (8 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!

Product Options
2021-07-13 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 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:

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!

ReverseVision Overview
2021-07-12 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 (9:30 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
2021-07-09
This is a recording from a previous call that you can view at your leisure.
***Introduction to FAU

Passcode: [REDACTED]

Link works best in Chrome and best to manually input the passcode.

Preparing for the Rebound, CFP CE Approved
2021-07-08 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!

Financial Assessment Tips
2021-07-07 15:30 - 16:30
Looking at a RM borrower qualification through the Financial Assessment lens. A review of the different credit scenarios of the Reverse Mortgage Borrower. Includes willingness and capacity, liabilities, property charges, extenuating circumstances and LESA.
Trainer: Jessica Rankins, AVP of Training and Process Management
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!

Funds to Close
2021-07-06 14:30 - 15:30
If you have to bring funds to closing what are acceptable funds?
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!

FAR Offices Closed in Observance of Independence Day!
2021-07-05
FAR offices will be closed today in observance of the 4th of July.

***Friday Highlights
2021-07-02
This is a recording from a previous call that you can view at your leisure.
***Life Expectancy Set Aside

Passcode: ?Tgs1DJE

Link works best in Chrome and best to manually input the passcode.

In-House Processing
2021-07-01 16:00 - 17:00
FAR is pleased to offer our valued partners the option of In-House Processing. We are offering this service (for a nominal fee) as an additional tool to enable our partners to streamline their business.
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 4 pm, EST (1 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!

EquityAvail for Sales
2021-06-30 13:00 - 14:00
FAR is excited about our new Proprietary Product, EquityAvail. Please join us on this call to learn how the program works, where to access information and some scenarios.
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 1pm, EST (10am, 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!

Link Training Demonstration
2021-06-29 13:00 - 14:00
This will be a live demonstration on how to use FAR’s Learning Operations System Link.
Trainer: Susan Haviland, National Sales Trainer
To register for the class please click here.
Remember the class will be held at 1 pm, EST (10 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!

ReverseVision Overview
2021-06-28 13:00 - 14:00
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 1pm, 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: 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
2021-06-25
This is a recording from a previous call that you can view at your leisure.
***Power of Attorney

Passcode: [REDACTED]

Link works best in Chrome and best to manually input the passcode.

B2B - How to Develop Relationships with Professionals
2021-06-23 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!
