Fixed Income Collection Challenges & Solutions
September 10, 2026
Live Webinar
DateSep 10, 2026Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- 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
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
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.
Presented By

Reed & Jolly, PLLC
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