Rate's Holiday Success Bundle Special
50% off
Dec 17 - Dec 19 Only!

Lock in the year!

Your 2026 Path to Success

Commit to the year and unlock your full potential with the 2026 Success Bundle.  This all-access bundle of solutions provides everything you need to elevate your skills, knowledge, and success.

Lock it in now and be set for ALL of 2026!

IMPORTANT: You will NOT be charged at checkout.  You'll receive an email with the Rate-EWA Agreement that will set up your pre-tax payroll deduction.  That will need to be submitted within 72 hours to maintain access to course materials.  Rate will deduct pretax payments through payroll.  

About the Program

The 2026 Success Bundle provides the roadmap and gives you complete, ongoing access to the Academy’s most powerful resources, designed to accelerate your professional growth and deepen your expertise. It’s the ultimate solution for loan officers committed to mastering their craft and building a thriving business.

Here’s what you’ll gain:

A Full Year of Our Most Valuable Mastery Membership with Access to ALL Current and Upcoming Courses

From foundational training to advanced strategies, you’ll get instant access to our comprehensive library of courses, including:

• The Advisor Advantage Certified Masterclass

• HECM Foundations Certified Masterclass

• Dream Big, Plan Smart: 2026 Business Planning and Development virtual session over the course of 3 days (coming in January 2026)

• Course: Communicating LOC Growth to Advisors

• Course: Meeting with Advisors

• Course Library: Time to Think 

• Plus new programs, downloads, and courses as they’re released!
   

  VALUE: Over $7,000

Exclusive Weekly Coaching & Mastermind Calls

• Wednesdays: Reverse Mortgage Mastery with Christina Harmes

• Fridays: Ask the Advisor with Ryan Ponsford & Hank Sanders
   

  VALUE: $500+ per month

3 Case Design Sessions

• One on One Sessions with our Advisor Team 
• Business Development Coaching and Support 
• Case Design & Support for Complex Client Cases
• Joint Meetings with Financial Professionals

VALUE: $1,485

Access to All Community Circles
Connect, collaborate, and learn in Mastery, Essentials, General, and Course-specific groups, plus meet-ups and challenges.
 

VALUE: $200+ per month

“Time to Think” Library
Focus, strategize, and implement ideas with clarity. Includes full library access.
 

VALUE: $129 per month

Access to All Downloads (Coming in January 2026)
Templates, guides, and ready-to-use resources to support implementation.

The 2026 Success Bundle is your all-inclusive pass to stay ahead in the industry, learn from top experts, and build lasting success.

TOTAL VALUE YEAR 1: $17,000+!

Join today and experience the difference a true Mastery experience makes in your business and professional growth.