Partner Resources

Content is Key

Knowledge is critical, and we aim to provide you with tools and resources that can help you generate more business.

Feel free to browse the content on this page, and click the link to the right to download our Wholesale Partner Welcome Guide. This should familiarize you with Live Well Financial.

Training Materials


Whether you are looking for a “QuickTip” explanation, a Form, or even a User Guide for one of our systems, you will find valuable educational resouces here.

State Coverage

The three maps below identify states where Live Well Financial is approved to do conduct business.

Quick Tips

This contains links to relevant content as well as articles and blogs that reference Live Well Financial. Click to download.

Training Events

This contains links to upcoming webinars as well as recordings of older presentations for you to view.

Guidelines for the Origination of VA Loans – 2/28/19 1:00 (ET)

Thursday, February 28, 2019 1:00 pm ET (10:00 am PT) This presentation will consist of approximately 30 minutes of instruction followed by up to 15 minutes of Q&A. The content is designed to help originators understand the fundamentals of the VA Loan Program....

How to Sell HECMs to your Referral Partners

There are many different ways to generate reverse mortgage business, but if you already generate traditional mortgage business by referral, then you have an advantage in today’s reverse mortgage environment. In this presentation, you’ll learn some of the key...

All About Rates!

This presentation consisted of approximately 30 minutes of instruction. The content is designed to help originators understand how HECM rates are calculated and applied. To view the webinar, click the link below: All About Rates!...

Rate Sheet

If you are interested in receiving rate sheets from Live Well FInancial, please complete the information below. Upon approval, you will be added to our distribution list.

Have Questions?

We’re here to help. Click the button to the right to contact us online.