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September 2017 Heartland Highlights

 

This month, we have bunch of excellent ideas, timely reminders and important information to help you prepare for success in the final months of 2017 (we can't believe it either!). Keep reading for Life Insurance Awareness Month resources, a guide to the new Customer Recommendation Form, a tip for super productive days, and much more.
 

Symetra SGUL Sales Suspended: What Now?
Tony Neiswander, Case Design Specialist

The Symetra SGUL was one of the best options in the industry, but have no fear: Tony is here with some excellent replacement products. Read more...


Life Insurance Awareness Month
Amanda Darr, Media Designer
Our annual roundup of links, videos, social media posts, and other resources you can use to start this important conversation. Read more...
Outlook 2007 Users: Time to Upgrade 
Brandon Hall, Chief Information Officer
This edition of Outlook and Office will no longer be supported by Microsoft. Brandon shares the many upgrade options for you. Read more...
The New Customer Recommendation Form
Adam Wolff, Compliance Analyst
This example guide highlights some of the key changes to the updated form and outlines what information should be included. Read more...
Licensing Tips & Tricks 
Christy Gass, Licensing & Contracting Specialist

Paperwork is a tedious, but necessary task in this industry. Here are a few tips to help you do it right the first time and speed up the process. Read more...
Why Call it Life Insurance?
Sara Fink, Senior Case Manager
This versatile product is correctly labeled "life" insurance becuase it has more effect on the living. Sara outlines its varying purposes. Read more...
Win the Day
Matt Evans, Senior Vice President of Business Development
What are your specific goals and how do you measure them? Here's a simple approach you can use to make sure you hit your target activity. Read more...
What's coming in September from Real Wealth
This month: hear from a panel of life insurance legends on the ideas that have gotten them the most business. Then John Wheeler is back with a fresh take on the popular topic of life insurance as an asset. Read more...
Upcoming Webinars: September 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...
Broker Dealer Advisors Selling FIxed Annuities: Read This
Sarah Molitor, Training & Communication Specialist
Prior to writing a fixed annuity, keep these things in mind and inform FHC's licensing team of the carrier and product you want to write. Read more...
Fixed and Fixed Indexed Annuity Processing: The 5 Ps
Linda Kertz, REIT & Variable Annuity Specialist
All Fixed and Fixed Indexed Annuities now must go through the broker dealer. Here are some tips to ensure the process goes smoothly. Read more...
FHC Welcomes Cincinnati Life
Stoyan Petev, Vice President of Advanced Designs
Producers who work with FHC now have access to a broad portfolio of competitive products that complement our current solutions. Read more...
Meet FHC's Newest Employees
Amanda Darr, Media Designer
Have you gotten a chance to meet or talk to the newest members of the FHC family? Here's your chance to get to know them  Read more...
August Production Standings
Check in each month to find out where you stand in the monthly ranking as well as if you are qualified or on track to qualify for the 2018 Leaders Conference in California.  Read more...
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