Iowa Bankers Insurance & Services, Inc. Iowa Bankers Mortgage Corporation
Iowa Bankers Association
8800 NW 62nd Avenue
Johnston, IA 50131
Toll-Free: 800-532-1423
Local: 515-286-4300
Fax: 515-280-4140

Event Detail

Event Description

Successor in Interest Online Seminar

August 24, 2020
2:00 - 3:30 p.m.

Price: $275

Recent headlines have indicated that the millennial generation will soon be receiving a transfer of wealth that will dwarf previous generational transfers. Of course, not all transfers of wealth involve death – sometimes the transfer is the result of other legal issues, such as divorce. The reality is that however the transfer of assets happens, some of the assets will come complete with debt. The Successor in Interest rule is designed to allow bankers to safely deal with the issues surrounding transfers of assets that have debt attached, and avoid all privacy issues and similar risks.  

This webinar will address:

  • Who is a Successor in Interest?
  • What steps are necessary to establish Successor in Interest?
  • How can bankers use this rule to limit privacy and other risks for the bank

Target Audience: This program addresses the concept of Successor in Interest, which is a lending issue. It is designed for senior management, and those individual that manage the loan servicing process


Online Seminar (08/24/20 2:00 - 3:30 p.m.)

Online Registration

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Iowa Bankers Mortgage Corp. (IBMC) offers the products & experience Iowa banks need in the secondary mortgage market.

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