2020 Virtual Annual Meeting Conference Book

www.nrmlaonline.org National Re verse Mortgage Lenders Association 8 1:15 pm Maximizing Conversion Conversations: Cracking the Code In this thought - provoking session, we will explore the different types of conversations that in today’s climate should be taking place more often. Are we engaging with the right audiences and have we upped our game in establishing the right partnerships? What is the winning “combination” that defines the who and the how and ultimately provides a win to your bottom line? Host: Kimberly Smith, American Advisors Groups, Orange, CA Presenters: • Tabatha Addison, American Advisors Group, Orange, CA • Steven Sless, Primary Residential Mortgage, Owings Mills, MD Sponsored by: 2:15 pm The CARES Act: COVID - 19 and Borrower Resources FHA has taken extraordinary measures to protect HECM borrowers impacted by COVID - 19 from losing their homes. Leadership from NRMLA’s Servicing Committee will discuss these policies and a special guest will demonstrate a new online tool to help homeowners in distress. Presenters: • Gail Balettie, Celink, Austin, TX • Leslie Flynne, Reverse Mortgage Solutions, Houston, TX • Michael Kressin, Champion Mortgage, Irving, TX • Karen Tankersley, Finance of America Foundation, Dallas, TX Sponsored by: Approved for 1 CRMP credit 3:15 pm Break 3:30 pm Rapid Fire: NRMLA’s Dirty Dozen In this low rate environment, it’s important to maintain strong ethical standards when advertising reverse mortgages. Two top trainers will offer guidance on ethical advertising practices using NRMLA’s Code of Ethics as a guide. Host: Joel Schiffman, Wiener Brodsky Kider PC, Irvine, CA Presenters: • Lorraine Geraci, Finance of America Reverse, Naples, FL • Jud Lyman, Liberty Reverse Mortgage, Rancho Cordova, CA Approved for 0.5 CRMP credit Agenda