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First Heartland Blog

Resources from the May Tech Talk: Using Technology to find Opportunities

You have data. Your CRM has data, Albridge has data, Social media platforms have data, and more. So why don’t you use it? On this month's Tech Talk, learn some techniques to get the most out of your existing data using technology and grow your book.

Resources from the May Study Group: How PDX is Crushing the Competition

Check out the resources from this month's Study Group to find out how Pacific Life is able to crush the competition and everyone is scrambling to keep up. We shared details about the product, how it stacks up to the competition, where it shines and how to identify clients and prospects that might be a good fit. 

May 2017 Heartland Highlights

In this issue of Heartland Highlights, we're sharing our independent analysis of PDX, some very helpful carrier resources, a few ways to streamline FHC processes, and much more. Keep reading to get all caught up - trust us, you don't want to miss out on the resources and information this month!

Is Pacific Life PDX the Best in the Galaxy?

As we continue to illustrate the new Pacific Life PDX, we are builidng an image of just how competitive the product is in this space. This month, Steve recreates a Pacific Life "Galaxy Chart" to compare PDX to the competition based on our own, unbiased data. Spoiler alert: it's still impressive!

Resource Alert: AIG Producer Tools

Are you looking for resources that will help you make the sale from start to finish? Would you like to find a tool that provides product training, a step-by-step sales process and a plethora of complementary materials and resources to go along with it? AIG has this down.

Just In Time Status EXPLAINED

Like many carriers, FHC licensing has adopted a “Just In Time” Policy in order to provide you with the best service. FHC licensing will process appointment requests associated with new business first and will work on requests with no new business as workflow permits. Here's what this means for you.

Streamline your Licensing Experience

Do you want your carrier appointments be processed as fast as possible? Do you want to make sure that your licensing information is always current? Read this and learn how.

Preventing and Responding to Identity Theft

The Internet has made it easier for thieves to obtain personal and financial data. While there is no way to guarantee you won't become a victim of identity theft, there are ways you can defend yourself from it and mitigate the damage if it does happen to you.

New Business: We Love Fully Completed Applications!

Our goal in the Life Department is to process your client’s application as quickly as possible. We try to get the applications out the door and in the hands of the carrier as quickly as we can. However, when applications are submitted with information missing it can cause a significant delay.

Sales Idea: What to do with a policy that has become a MEC

This month Tony is sharing an idea he recently developed for an AIN Idea Lab. This article will give you an idea of what you can do with a policy that has become a MEC unintentionally.

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