Skip to main content

First Heartland Blog

Webinar: Tap into the Industry's Hottest Marketing Niche

No fluff, no frills, no bull. One proven solution with a step-by-step process to get in front of more families that want to meet with you and have an immediate need to address. Join FHC and John Belles of Dollars and Sense and find out about the marketing niche that's helping advisors grow their business and how you can tap into it, too.

Resources from the Tech Talk: Make Relationship Building Easy with SmartOffice

On this month's Tech Talk we discussed how you can use SmartOffice to successfully build and track your relationships, with minimal time commitment.

HOT Sales Ideas: June 2017 Heartland Highlights

This month's issue of Heartland Highlights is full of sales ideas to kick off your summer. Read about a strategy that will make you indispensable in a post-DOL environment, a great conversation starter around insuring your client's retirement accounts, two variable annuity death benefit sales ideas, and more.

A simple DI Sales Idea: Are you insuring your retirement plan?

Are you insuring your clients contributions to their 401-K plan and pension plans? This is the insurance plan that will complete their retirement planning. This is the most overlooked insurance product available. It should be a mandatory item to discuss with any client under the age of 55.

New Business: Replacement Forms

When submitting an application, be sure to always have the replacement question answered. Without this completed, it will only delay the underwriting process. If there is a replacement, always submit the replacement form. Dating of the replacement form is very important. 

Understanding the License Renewal Notice E-mail

Every month, Licensing sends an e-mail to all the agents that have state licenses that will expire within the next 60 days. This notice allows for time to complete any necessary Continuing Education and to renew your license with the applicable state(s) prior to expiration. Here are some FAQs to help further your understanding of this process.

Study Group: an Award-Winning Sales Idea

On this month's Study Group Call, Steve and Bob will show you why you can provide a more robust benefit using those same premiums and earn more by NOT including a waiver of premium rider on your life cases. You won't want to miss this award-winning idea!

Tech Talk: Tools for the Mobile Advisor

Join us for the June Tech Talk for the tools you need to get it done on the go. We'll cover some of the tools that work well on a mobile platform, vendors that ofer mobile systems and apps, and a forecast and predictions for the future of the mobile advisor. Don't miss it! 

Tech Update: Apple Release 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.

Upcoming Webinars: June 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!

Drupal 6 Appliance - Powered by TurnKey Linux