Training: Preparing Clients for the New HECM Counseling Protocol

NewImage.jpgReverse Fortunes is providing RMD readers with another free training session on September 2nd at 12:00 PM (EST).

They will explain why the FIT (Financial Interview Tool) and the BCU (Benefits Check Up) will change the future of HECM counseling for your clients and how to prepare them.  Remember, the new HECM counseling protocol is scheduled to begin 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

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