PL Promise - Practice Management

Practice Management

Discover ideas, solutions, and practice management tools that can help grow client relationships and unlock new opportunities.

Policy Review Resources

Tools to help ensure clients' life insurance policies meet their current needs.

DOWNLOAD | Policy Review Conversation Starter ▼

Policy Review Conversation Starter
Use this handy client worksheet to help start the policy review conversation.

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DOWNLOAD | Life Insurance Checkup Field Guide ▼

Life Insurance Checkup Field Guide
Life changes fast. Help ensure your clients' death benefit protection keeps pace.

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DOWNLOAD | Life Insurance Need Infographic ▼

Life Insurance Need Infographic
See the $12 trillion financial need you may be overlooking.

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Estate Planning/Wealth Transfer Resources

Life insurance helps your clients protect the important people in their lives. Combined with the right strategy, it can do even more.

DOWNLOAD | Wealth Transfer Conversation Starter ▼

Wealth Transfer Conversation Starter
A simple way to begin the wealth transfer conversation is to ask your clients to complete the Wealth Transfer Checklist. Use this questionnaire to help clients identify and assess their unique financial needs.

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DOWNLOAD | Framing Your Legacy Brochure ▼

Framing Your Legacy Brochure
There is no better time than the present to help your clients consider their estate and life insurance planning.

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DOWNLOAD | Life Insurance for the Blended Family Brochure ▼

Life Insurance for the Blended Family Brochure
Help clients understand how to plan an estate with children from a previous marriage.

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DOWNLOAD | Estate Planning for Unmarried Couples Brochure ▼

Estate Planning for Unmarried Couples Brochure
A look at how to maximize wealth transfer for unmarried couples.

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DOWNLOAD | Charitable Gifts of Life Insurance Brochure ▼

Charitable Gifts of Life Insurance Brochure
See how life insurance can be used to accomplish expected charitable goals should donors die before life expectancy.

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Business Planning Resources

Discover strategies integrated with life insurance to help meet your business clients' biggest planning challenges.

DOWNLOAD | Business and Life Insurance Needs Analysis Questionnaire ▼

Business and Life Insurance Needs Analysis Questionnaire
Use this questionnaire to help identify your client’s top business planning concerns.

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DOWNLOAD | It’s All About the Business Concept Guide ▼

It’s All About the Business Concept Guide
Help your business owner clients accomplish retirement, business, and estate planning goals.

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DOWNLOAD | Key Person Life Insurance Brochure ▼

Key Person Life Insurance Brochure
The death of a key executive can have a crippling financial impact on a small business. Deep dive into the benefits and planning considerations of a key person life insurance strategy.

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DOWNLOAD | Business Continuation Planning Brochure ▼

Business Continuation Planning Brochure
Help clients understand that without proper planning, the sudden death of a business owner could have a devastating impact on their business, employees, partners, and heirs.

Download

We're Here to Help!

Reach out to your Broker General Agency (BGA) or contact us directly:

PL Promise Sales Desk
(888) 900-9777
LynInternalSales@PacificLife.com

For contracted BGAs and producers, access Producer Bay (login required).

The Power of Pacific

Pacific Life provides a variety of products and services designed to help individuals and businesses in the retail, institutional, workforce benefits, and reinsurance markets achieve financial security. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative life insurance and annuity solutions, as well as mutual funds, that provide value and financial security for current and future generations. Supporting our policyholders for more than 150 years, Pacific Life is a Fortune 500 company headquartered in Newport Beach, California. For additional company information, including current financial strength ratings, visit PacificLife.com.

This website is intended for Financial Professional use only. If you are not a Financial Professional, please visit our public website www.PacificLife.com.

PL Promise Products: PL PROMISE TERM Level Premium Term Life Insurance. Form series P16LYT and S16LYT10, S16LYT15, S16LYT20, S16LYT25, or S16LYT30, varies based on level premium period chosen and state of policy issue. PL PROMISE GUL No- Lapse Guarantee Universal Life Insurance. Form series P18PRUL, S18PRUL, varies based on state of policy issue. PL PROMISE CONVERSION UL Universal Life Insurance with No-Lapse Guarantee available upon conversion from PL Promise Term Life Insurance. Policy Form #P17LYCUL, based on state of policy issue. There are circumstances in which replacing your client’s existing life insurance or annuity can benefit your client. You should make a careful comparison of the costs and benefits, including any applicable surrender charges, of your client’s existing policy and the proposed policy to analyze how a replacement may affect your client’s plan of insurance. You should provide this information to your client and discuss whether replacement is in your client’s best interest.

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Pacific Life Insurance Company is licensed to issue insurance products in all states except New York. Product/material availability and features may vary by state.

Life insurance is subject to underwriting and approval of the application and may incur monthly policy charges.

Pacific Life Insurance Company is located in Omaha, Nebraska.

©Copyright 2024, Pacific Life

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