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First Heartland Blog

Upcoming Webinars: September 2017

Looking for an opportunity to learn? Look no further. 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. Tune in and let us know what you learn!

Resources from the Study Group: Out of Prospects or Ideas? Bring them a $200,000 tax deduction!

Do you know any business owners who feel like they pay too much in taxes? Are concerned about retirement? Are concerned about credit protection? Want to protect personal assets from law suits? Listen to the recording and download the resources from this webinar.

Resources from the August Tech Talk: What can SmartOffice do for you in a Post-DOL World?

There are ways that SmartOffice can help you handle the new DOL requirements - on this month's Tech Talk we covered a few. This recording is for both Smartoffice users and those of you who are looking for a solution or better solution for taking care of your client information.

Webinar: Out of Prospects or ideas? Bring them a $200,000 tax deduction!

Do you know any business owners who feel like they pay too much in taxes? Are concerned about retirement? Are concerned about credit protection? Want to protect personal assets from law suits? Join this webinar.

Recording: The Best Fixed Annuities to Address Your Clients’ Goals

On this month's study group call, we shared the best advisor ideas on how to use fixed annuities for Accumulation, Income or Death Benefit planning. We also shared some strategies that continue to work in post-DOL environment

Upcoming Webinars: August 2017

Looking for an opportunity to learn? Look no further. 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. Tune in and let us know what you learn!

August Tech Talk: What can SmartOffice do for you in a Post-DOL World?

There are ways that SmartOffice can help you handle the new DOL requirements - on this month's Tech Talk we'll cover a few. This call will be for both Smartoffice users and those of you who are looking for a solution or better solution for taking care of your client information.

Bonus Study Group: The Best Fixed Annuities to Address Your Clients’ Goals

Join us for an interactive study group call to share the best advisor ideas on how to use fixed annuities for Accumulation, Income or Death Benefit planning. We will go over some strategies that continue to work in post-DOL environment

Security Update: Apple Releases Security Updates

Apple has released security updates to address vulnerabilities in multiple products. A remote attacker may exploit some of these vulnerabilities to take control of an affected system.US-CERT encourages users and administrators to review Apple security pages for the following products and apply the necessary updates.

How one advisor grows relationships and gets referrals with one yearly event

At FHT&T this year, we asked attendees to share an idea or process that they have implemented in their office to grow the business or make daily workflows more efficient. This idea is original and something that any office could implement to get more referrals while connecting with current clients.