Events

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

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

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,

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,

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

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

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

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:

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

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,

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

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

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

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,

Learn how to submit a clean loan from the start to prevent conditions. Trainer: Jessica Rankins, FAR's AVP 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 3 pm, EST (12 pm, PDT) HOW to Join the Webinar REGISTRATION:

Join us as we discuss and demonstrate how to use ReverseVision to print out both proposals and application.  Trainer: Sue Haviland, FAR, National Sales Trainer Click here to register Remember the class will be held at 1 pm, EST (11 am, PDT) HOW to Join the Webinar REGISTRATION: Once you register, you will immediately get

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

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