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Product Description Copy

Credit and Debt Management

 

Intent

Improve your practice by showing clients and prospects how to improve their credit. As offers for credit cards, auto loans and mortgages proliferate, consumers are looking for answers to their questions about credit and debt. Credit and Debt Management is designed to help consumers take control of this important facet of their financial life.

Attendees learn the difference between good, bad, and necessary debt, and what they can do to improve their creditworthiness to lenders. They learn how to evaluate credit cards and home mortgages, including fees, interest rates and terms. Participants with credit problems learn the best strategies for improving their credit. As you help you clients and prospects improve their creditworthiness, you make them better candidates for the entire spectrum of products and services you offer in your practice.

Target Audience

Credit and Debt Management is an excellent vehicle for reaching prospects and clients who are in their prime earning and spending years, from mid-20s to mid-50’s. This popular topic can help you attract large numbers of attendees who are looking for unbiased financial information about credit and debt. Position yourself as a trusted expert who is looking out for the best interests of clients by presenting Credit and Debt Management.


 

Class Agenda

bulletBad and necessary debt
bulletDetermining your creditworthiness
bulletThe value of your collateral
bulletCredit cards
bulletEvaluating credit card offers
bulletHome mortgages
bulletFixed and adjustable rate mortgages
bullet15-year or 30-year mortgages
bulletTaking control of your debt
bulletBankruptcy, the last resort
bulletCredit and debt management checklist
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