Just a quick reminder that Reverse Fortunes is providing RMD readers with another training session on September 2nd at 12:00 PM (EST).
Reverse Fortunes will explain why the FIT (Financial Interview Tool) and the BCU (Benefits Check Up) will change the future of HECM counseling.
They will make sure you have the tools to prepare clients for the new protocol, which begins on 9/11/10. Attendees will also learn:
- The forces behind the creation of these tools
- The focus on non-financial & risk factors for seniors
- How to prepare yourself and your clients for the interview
- Some of the financial questions covered
- Who must complete a benefits check-up and why
- How to close-the-loop with your client after counseling
- Making use of a budget tool
Space is limited so sign up now!
Date: Thursday, September 2, 2010 12:00 PM EST
Did I mention it was free?