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July 2017 Heartland Highlights



 

This month's issue of Heartland Highlights is full of inspiration, product information, helpful tips on the application process, and more. Keep reading for more information on the new Pacific Life product, a simple idea for growing your business within your own book, and takeaways from FHT&T. 

 

PDX vs. Whole Life
Tony Neiswander, Case Design Specialist

Tony shows you how the new Pacific Life Discovery Xelerator IUL can be an incredible alternative to a whole life product. Read more...


How One Advisor Made $50K in 3 Months
Matt Evans, Senior Vice President of Business Development
The advisor accomplished this within his own book of business by doing one simple thing at every one of his client meetings. Read more...
Charging an Hourly Consulting Fee or Financial Planning Fee
Kristy Wiegand, Vice President of Securities Operations 
What you need to know about charging clients either an hourly fee or a flat fee for investment consulting or financial planning services. Read more...
Tech Takeaways from FHT&T 2017
Brandon Hall, Chief Information Officer
Catch up on some of the topics covered at FHT&T 2017, including data, proper password management, and cybersecurity. Read more...
The Advantages of Electronic Applications
Stoyan Petev, Vice President of Advanced Designs

Insurance applications can be confusing and complicated. Selling this part of a client's financial future can be made easier with E-Apps. Read more...
Helpful tips for Continuing Education
Christy Gass, Licensing & Contracting Specialist
Christy explains why it's important to make sure you complete any required CE at least a week before you want to renew your appointment. Read more...
Paramed Exams: What to Expect and How to Prepare
Lauren Fink, Case Manager
Here are a few things your client should keep in mind on the day before and day of the appointment to be prepared for a paramedical exam. Read more...
This Month's Marketing Content from Real Wealth
This month on Real Wealth: get prospecting tips from two of the most successful advisors in the industry, and share a podcast with your clients about blind spots in preparing financially for the future. Read more...
Upcoming Webinars: July 2017
Here is a roundup of upcoming webinars - including our own FHC webinars as well as webinars put on by carriers. Topics range from marketing, training and operations to products and sales. Read more...
Grow Relationships and Get Referrals With a Yearly Event
Wendy Quas, Barrios Financial
This idea is original and something that any office could implement to get more referrals while connecting with current clients. Read more...
Download the Resources from FHT&T 2017
Amanda Darr, Media Designer
Revisit the wealth of information that was shared at the meeting, and get some value out of content that was prepared this year. Read more...
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