Last chance to sign up for training on how the new HECM counseling protocols will impact your business.
On September 2nd, Reverse Fortunes will explain why the FIT (Financial Interview Tool) and the BCU (Benefits Check Up) will change the future of HECM counseling.
You will also learn how to prepare your company and clients for the changes that begin on 9/11/10. Topics covered:
- 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
Due to the overwhelming response to the session, there is only a few spots left, so sign up now!
Date: Thursday, September 2, 2010 12:00 PM EST
