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First Heartland Blog

Webinar: The DOL BICE Exemption

Get the recording of the call addressing your questions about the DOL changes and, more specifically, the BICE (Best Interest Contract Exemption). Jeanne Jehle did a great job of describing the ins and outs of the BICE and opened up the floor to questions about the DOL Rule Changes.

DOL Fiduciary Rule: Should you consider taking the Series 65 exam now?

As we prepare for the potential impact of the rule, we encourage you to evaluate your current IRA and qualified plan business, and begin to think about transitioning select clients (retirement accounts) to the advisory side. The Series 65 exam will enable you to offer your retirement investors the choice of the fee-based model through First Heartland Consultants.

New Webinar Series: Tech Talk

Do you want to stay in the loop on the latest technology tips, tricks and trends? Join us once a week for a Tech Talk, where you'll get the tools and information you need to protect yourself and your clients, work more efficiently, and run your office smoothly. 

Apple Releases Security Update for tvOS

Apple has released an update that fixes a set of flaws, some of which are allowing a remote attacker to take control of your Apple TV. Make sure you install the latest set of updates as soon as possible!

Help CPAs discover planning opportunities in the new year

Check out this valuable tool that can highlight a number of planning opportunities that might have otherwise been missed using a form 1040. CPAs can help uncover these opportunities using the overlay provided.

5 Apps, $500 Bonus: Let's Talk about Standard DI.

FHC is so excited about our new DI partner, The Standard, that we will be paying agents an additional $100 for each client that purchases a DI policy from The Standard. If you have been meaning to integrate this valuable tool into your practice, now is the time to start! 

February 2016 Heartland Highlights

Read on to find out how to address a non-citizen spouse situation, get ready to be rewarded with our new Standard DI Sales Promotion, follow along with an actual customer complaint, and much more.

A Message From David: Are you Ready for the DOL Fiduciary Standard?

Can we predict the weather or if the Department of Labor (DOL) proposal will pass? No we cannot. Can we prepare? Yes, we absolutely can. Do not wait! Take the opportunity to become an IAR today.

Save the Date: FHT&T and FHU!

It's time again to mark your calendars for FHC's biggest events of the year: First Heartland Technology & Training and First Heartland University. Invest a few days in your practice and come away inspired, motivated and armed with the knowledge and tools you need to take things to the next level. While we're at it we'll make sure to have some fun!

Insure Your Love 2016 Social Media Campaign

February and Valentine’s Day is a perfect time to remind clients and prospects of their need to protect the ones they love through proper life insurance planning. But keep in mind, love is eternal, making the Insure Your Love theme appropriate all year long. This content and prewritten posts are designed to help you in your Insure Your Love outreach.

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