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Premiermortgagelogo

Self-Study CPE
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AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
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Free cpe webinars
Home Equity Conversion Mortgage (HECM): Reverse Mortgage for Refinance

HOME EQUITY CONVERSION MORTGAGE (HECM): REVERSE MORTGAGE FOR REFINANCE

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Specialized Knowledge
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

HECMs (reverse mortgages) are today's most misunderstood, underutilized mortgage loans. This webinar will explore the options available with a reverse mortgage in a refinance transaction.

Attend this course to understand the detailed refinance options available to your clients; help them eliminate mortgage payments, provide lifetime monthly income, or access a line of credit. This line of credit is tax-free, payment-free money with the borrower assuming responsibility for property taxes, insurance, and property maintenance. This webinar will help to dispel rumors and misinformation about this critical loan and demonstrate how home equity can be utilized as a part of the best-kept secret in retirement planning strategy!

 

Learning Objectives:


  • Identify how to save your clients money each month by using the equity in their home

  • Recognize how to preserve other assets in your client's portfolio

  • Summarize how to convert an illiquid asset, home equity, into tax-free, payment-free income

  • Determine how this process can help mitigate tax consequences

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Premiermortgagelogo

Curtis is currently the Branch Manager of Premier's Corporate Office in Meridian, Idaho. He has been a lender for 40 years. He is a real estate finance instructor and teaches classes in multiple states on topics such as tax planning, income strategies, debt elimination, and more. His specialty is Home Equity Conversion Mortgages, and how to tie them into retirement. Notably, Curtis was first in the nation in production in 2021. He has been married for 37 years and is the proud father to four adult children.

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Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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Presentation Slides
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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

Premiermortgagelogo

Premier Mortgage Resources (PMR) has been helping customers achieve the dream of homeownership since 2005. With 34 licensed locations staffed by nearly 200 loan officers, PMR is a privately held mortgage banker that underwrites directly to agency guidelines. They offer a full menu of mortgage products, and we are an approved Fannie and Freddie seller servicer and direct lender for FHA, VA and USDA. PMR also provides numerous portfolio products to better serve customers. In addition, they have a full reverse Mortgage Banking division as well as many delegated Jumbo outlets.