In this webinar, financial advisors learned about " Prepayment Analysis", an approach to improve debt management techniques. The presentation, delivered by liability experts Todd Ballenger and John Thompson, covered a practical demonstration using real-world case studies, emphasizing balance sheet neutrality in debt prepayments and understanding Effective Percentage Rate (EPR™). Todd and John also discussed the emotional factors that impact customers' decision to prioritize debt repayment over possibly better-performing options.
01.10.2024 Liability Repayment
Mastering the Art of Liability Repayment Techniques
Presented by John Thompson, CDLP, CLA and Todd Ballenger