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First Heartland Blog

Resources from FHT&T 2017

We had a great time at FHT&T this year! If you attended, we hope you learned a lot and had some fun, too. We wanted to make sure you were able to revisit the wealth of information that was shared at the meeting, and that those who weren't able to attend could still get some value out of content that was prepared.

Upcoming Webinars: July 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!

Tech Takeaways from FHT&T 2017

What a wonderful time I had with all of you at our annual First Heartland Technology and Training conference. A high level overview of some of the topics I covered personally were dealing with data, proper password management, and the cybersecurity landscape.

How one advisor made $50K in 3 months

You often hear such headlines and think what I do: What a bunch of crap. What are they selling? The answer is nothing. This advisor accomplished this in his own book of business and simply did one thing over and over at every client meeting.

PDX vs. Whole Life

Tony is continuing the trend this month and adding another to our series of articles focused on the new Pacific Discovery Xelerator IUL. This time he will show you how this IUL can be an incredible alternative to a whole life product.

Advantages of Electronic Applications

Insurance applications can be confusing and complicated. If you miss a question, your application could be delayed. Incomplete and illegible forms cause a lot of unnecessary back-and-forth. This leads to lost sales for all. Selling this important part of a client’s financial future isn’t always easy, but it can be with E-APPS.

Helpful Tips for Continuing Education

Did you know that it could take the Continuing Education (CE) vendors 3 to 5 business days to upload your courses to the state’s Department of Insurance? Therefore, it is very important to make sure you complete any required CE at least a week before you want to renew your appointment.

Paramedical Exams: What to expect and how to prepare

A personal history interview may be required and may be completed over the phone or at the time of your client's exam appointment. Here are a few things he or she should keep in mind to be prepared and get the best results possible.

Resources from the Webinar: Tap into the Industry's Hottest Marketing Niche

Did you miss the College Planning Introduction webinar? Don't worry - we recorded it for you. Check out the resources to hear FHC and John Belles of Dollars and Sense discuss the marketing niche that's helping advisors grow their business and how you can tap into it, too. Don't forget to register for the workshop at FHU in August! 

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.

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