Entries by Adan Gutierrez

February Webinars

Fraud Prevention – CRMP Certified Course Wednesday, February 13,  2019 – 10:00am PST/1:00pm EST  Join us for our new class dedicated to enhancing the security of your transaction. We have compiled a comprehensive overview of some of the most common ways you can detect and prevent fraud. Allow us to share with you ways to […]

BCFP Creates Placemat to Educate Consumers About Scams

The Bureau of Consumer Financial Protection created a consumer education placemat to help older adults protect themselves from fake charity scams. The placemat is part of a series of consumer education placemats that meal service providers can share with meal deliveries or at group meal sites, financial institutions can share with their customers, faith-based organizations […]

Educate Your Clients About This Social Security Scam

In a recent blog posting on the Federal Trade Commission web site, Jennifer Leach, acting associate director of the Division of Consumer and Business Education, played a recording of a new phone scam that has defrauded tens of thousands of people out of a combined $10 million. “Scammers are saying your Social Security number (SSN) […]

Delay in IRS Lien Payoff Statements

Due to the partial federal government shutdown, there has been a significant delay in obtaining payoff statements from the Internal Revenue Service (IRS). Approximately 12% of the IRS staff are currently working, therefore we’re finding that these requests are impossible to obtain by phone and fax numbers as they are currently not going through. Remember […]

Keeping Up with ARS

Follow us as we announce new courses and updates, celebrate birthdays and holidays.  Follow us on Facebook, Instagram and LinkedIn.  Click here to view more pictures from our holiday party. 

Education Calendar 2019

Our Education Calendar provides you with an overview of our scheduled classes for 2019. Please remember that we are happy to offer individual sessions or a customized training to best fit the needs of your office. Our online library of previously recorded classes is also available to view at your convenience. Click the link below […]

HECM Lending Limit Increased

It was recently announced that for the period January 1, 2019 through December 31, 2019, the national lending limit for Home Equity Conversion Mortgages will increase to $726,525.   Our calculator and new orders have been updated to be ready for this change effective January 1, 2019.   Click here to read the Mortgagee Letter. 

Ron’s NRMLA News Coverage

Dear Reader, This year’s NRMLA Annual Meeting and Expo was a great success. We enjoyed visiting with our partners and meeting new faces. This year we wanted to bring a little fun back to the conference.  We hope you enjoyed Ron Burgundy and his news crew in San Diego, CA. Thanks to everyone for your participation! […]

Camp Fire Relief Fund

By now everyone is aware of the magnitude of the damage caused by the fires in California.  Our industry is rooted in the shared mission of helping seniors by aging in place and improving their lives by helping to provide financial security. The Camp Fire has threatened the safety and security of thousands of seniors who […]

Camp Fire Survival Story

Meet Carol and her friends (pictured above) who were displaced during the Camp Fire in Butte County, CA.  Carol is safe, but her friends need a place to stay.      Caroline Elizabeth Rollo was a resident of Magalia for 9 years with her late husband, Ted a.k.a. Teddy Bear.  After Ted’s passing, Carol moved […]