Fixed Income Collection Challenges & Solutions

Collections Compliance Lending

On-Demand Webinar:

StreamedSep 10, 2026Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

See Registration Options

Collect with confidence while protecting both your institution and your accountholders.

Learn practical strategies to navigate the unique challenges of collecting from borrowers on fixed incomes while balancing compliance, risk management, and compassionate communication.

KEY WEBINAR TAKEAWAYS

Why delinquencies among retirees are increasing and how Social Security, pensions, inflation, medical costs, and longevity are changing traditional collection strategies
Conducting respectful, productive conversations that preserve relationships while improving repayment outcomes
Distinguishing between borrowers who are unwilling to pay and those who genuinely lack the ability to pay, and structuring realistic repayment solutions accordingly
Legal and regulatory considerations that arise when collecting from older adults and how to document collection decisions to withstand regulatory scrutiny

This webinar is part of the Collection Series

BONUS MATERIALS

Fixed-income borrower financial assessment worksheet
Compassionate collections conversation guide with scripts
Hardship documentation and repayment decision matrix
Senior borrower collections risk checklist

WEBINAR DETAILS

As our population ages, delinquencies among older borrowers are on the rise, creating new challenges for financial institutions. This session addresses the complexities of collecting from borrowers on fixed incomes while balancing recovery with compassion. Learn practical strategies to evaluate repayment ability, recognize financial vulnerability, tailor realistic repayment options, and document hardship situations. Attendees will gain tools to engage empathetically yet effectively, stay compliant, and navigate sensitive accounts professionally ensuring collections reflect both strong risk management and respect for aging borrowers.

WHO SHOULD ATTEND?

Executives
Managers
Collectors
Loan servicing
Internal auditors
Lending staff
Compliance officer
Risk management

TAKE-AWAY TOOLKIT

Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.