Learn How To
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Reverse Mortgages with Cert
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About the Course
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- Comprehend & communicate today's reverse mortgage options
- Present Circle of Wealth® reverse mortgage storyboards
- Effectively connect with lending officers
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Course Certification
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- Take a test at the end of the course to get certified for understanding Reverse Mortgages as presented by Fairway Mortgage
- Being certified will distinguish you in receiving referrals from Fairway Mortgage lending officers
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Resources
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- Six 60-minute sessions
- Shared demo cases
- Recordings Archive
- Access to your coach(es) during live sessions to ask questions
- Pre & post satisfaction survey
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Meet Your Coach
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Jeremy D. Shipp, CFP®, CLU®, RICP®, WMCP®
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Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded retirement advice. (Learn more about Jeremy)
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Harlan Accola
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Reverse Mortgage Director for Fairway Mortgage Co.
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Harlan has been in the mortgage industry for over 20 years and has worked with all types of loans. His specialty and favorite has always been working amongst the 62 plus age group with over 1,000 Reverse Mortgages which has been the most rewarding part of his career. (Learn more about Harlan)
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Sign-up Today
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What lending officers say about EquityTrax:
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“We set up a zoom call with Clients and their
Financial Advisor. I went through the EquityTrax presentation, and the Clients and the Advisor were very impressed. He commented it made a complex concept very easy to see and digest. At the end of call, the Advisor made a couple of summary statements and advised them to move forward with the reverse mortgage.”
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“The early results from the 10-12 presentations I made so far have sped up the prospects’ understanding, simplified their decision process,
and crystallized in their mind a more desirable future outcome.
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Options to Save $$$
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Circle of Wealth® system by MoneyTrax
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321-369-9470 | moneytrax.com