NAIFA Financial Advisor Webinar

DATE: July 8th, 2022 

TIME: 8:00 am PST

Retirement Risks in a Post-Covid World

Joe Jordan’s new presentation, Retirement Risks in a Post-COVID World, will present an informative outlook for our business, discussing why advisors must adapt to the new Post-COVID economic environment to be successful. Joe will explain the defining issue of the 21st century and the 6 retirement risks clients should address in pursuing their retirement goals:

• Longevity – Risk of Outliving Assets

• Market and Interest Rate Risk

• Withdrawal Rate Risk

• Sequence of Return Risk

• Purchasing Power/Inflation Risk

• Health Risks

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Clients need a partner and a plan to successfully navigate these challenges, and that partner is their financial advisor!

Joe Jordan, inspirational speaker, and behavioral finance expert, is the author of the award-winning book Living a Life of Significance. Formerly, Joe ran insurance sales at Paine Webber and more recently was a senior vice president at MetLife. Joe is also a founder of the Insured Retirement Institute, a NAIFA partner.

CONSUMER WEBINAR

DATE: July 27, 2022

The Reverse Mortgage Helped Our Retirement Plan, and It Can Help Yours, Too!

Hear from clients of Fairway Independent Mortgage Corporation that have closed on their own reverse mortgage and how it improved their retirement.

QUARTERLY  CONSUMER PANEL WEBINAR

DATE: May 11th, 2022

"The Reverse Mortgage Loan Helped Our Retirement Plan, and It Can Help Yours, Too!

Hear from clients of Fairway Independent Mortgage Corporation that have closed on their own reverse mortgage and how it improved their retirement.

QUARTERLY CONSUMER EDUCATIONAL WEBINAR

DATE: September 7th, 2022

TIME: 12:00 pm PST

What You May Not Know About The Home Equity Conversion Mortgage That Can Better Your Retirement

Retirement should be some of the best years of one’s life. Reverse mortgage loans are designed to help older-adult homeowners and homebuyers to live the retirement they deserve, with less financial worries.

On this webinar, you will learn:
·  The advantages of using home equity (via a reverse mortgage loan) to support aging in place
· The facts about reverse mortgage loans (common myths debunked)
· What the basic qualifications are
· Common uses of a reverse mortgage, such as to pay for home renovations and long-term care
· How you can use a reverse mortgage to purchase and better afford your next home

WEEKLY REALTOR WEBINAR

Date: July 6th - September 28th, 2022

TIME: 10 am PST

Win Listings and Eliminate Buyer Sticker Shock in Today’s Competitive Market

Learn how the Home Equity Conversion Mortgage loan for purchase can and win listings and convert your frustrated buyers to happy homeowners

Here’s what you will learn…

• Convert frustrated buyers that have all but given up into happy homeowners
• Help unrealistic buyers get the home they want even if it’s over their budget
• Get more listings showing how senior homeowners can sell and buy a dream retirement home with no mortgage payments (Borrower must still pay taxes, insurance, and maintain the home)
• Specific executable ideas with bankable results