PL Promise Sales & Marketing Resources

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PL Promise Term

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Fact Sheet - Term
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Client Guide - Term
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What Happens Next For Clients
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Flyer 1 – Take Another Look
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Sample Policy - PLPromise Term
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Flyer 2 - See How PL Compares
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PL eDelivery Step-by-Step Guide
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Acceptable Forms of Payment Notice

PL Promise GUL

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Fact Sheet - GUL
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Client Guide - GUL
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BGA Flyer - Chronic Illness Care Rider
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Client Flyer - PL Promise Chronic Illness Care Rider
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Infographic - Ways to Plan for the Chronic Illness Risk
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Case Study - Competitive Level Premium
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Sales Idea: Laddering Life Insurance
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Sales Idea: 1035 Exchanges and Final Expense Coverage
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What Happens Next For Clients
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Sample Policy - PLPromise GUL
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Chronic Illness Care Rider - Prequalifying Questionnaire
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Acceptable Forms of Payment Notice
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PL eDelivery Step-by-Step Guide

PL Promise Conversion UL

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Fact Sheet
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Client Guide - CUL
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Is it Time to Extend Your Term Life Insurance Coverage?
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Sample Policy - PLPromise Conversion UL
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Acceptable Forms of Payment Notice

Multi-Product

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At-A-Glance Flyer
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Acceptable Forms of Payment Notice
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PL eDelivery Step-by-Step Guide
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Sales Idea: Laddering Life Insurance
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What Happens Next For Clients
All Sales Strategies
  • All Sales Strategies
  • Product Sales Ideas
  • Policy Review
  • Estate Planning
  • Business Planning
  • Social Media Tools
  • Insight Articles
  • Videos
All Audiences
  • All Audiences
  • Financial Professional
  • Client

Policy Review

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Field Guide - Life Insurance Checkup (Policy Review)
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Infographic - $12 Trillion Financial Need
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Infographic - Is it time for a life insurance checkup?
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Women and Life Insurance

Social Media Tools

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Social Media Content Kit: Life Goals
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30 Ways, 30 Minutes to Better LinkedIn Networking Infographic
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5 Ways Financial Professionals Can Stand Out on LinkedIn Infographic
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6 Apps to Power Up Your Social Media Prowess
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Build Your Social Media Skills Using LinkedIn Guide
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Five LinkedIn Tips You Could Use Today! Infographic
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Social Media Content Kit: Estate Planning
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Social Media Content Kit: Life Insurance

Business Planning

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Business Continuation Planning Brochure
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Business Solutions Playbook
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Business and Life Insurance Needs Analysis Questionnaire
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It’s All About the Business Concept Guide
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Key Person Life Insurance: Protecting a Business Against Death of Key Executive

Estate Planning

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Charitable Gifts of Life Insurance
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Estate Planning for Unmarried Couples
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Framing Your Legacy
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Life Insurance for the Blended Family
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Wealth Transfer Checklist

Videos On Demand Content

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Videos
What's Your Promise – PL Promise Term
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Videos
Client Video – In the Market for Life Insurance?
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Videos
eCapabilities Video Series – Case Management Dashboard
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Videos
Social Media While Social Distancing Recorded Webinar
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Insight Articles

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4 Tips to Simplify Asking for Referrals
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6 Simple Steps to Help Your Brand and Build Relationships
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7 Reasons Life Insurance is Important to Single Clients
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Adapting to Sell Life Insurance in a Changing Landscape
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Advertising Your Life Insurance Business on Facebook and Instagram
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Communicating Life Insurance Value to Prospects
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How to Soft Sell Life Insurance and Why It Works
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Positioning Yourself as a Financial Wellness Resource
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Selling Life Insurance in Inflationary Times
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Selling Life Insurance to Generation Z
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Snackable Content: Less Can Mean More for You and Your Business
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The Rule of 7 and How Life Insurance Sellers Can Adopt It
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Turning Challenges into a Plan For Success: Identifying Business Concerns
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Using Instagram to Help Market Your Life Insurance Business
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Winning Over Your Adult Clients' Adult Children

Looking for New Business or Policyowner Service Forms?

Access Forms Here

Hours Mon-Fri

9:00 AM EST - 5:00 PM EST

Internal Wholesalers available at

LynInternalSales@PacificLife.com

or (888)-900-9777

Sales Support Team Map

We are available to assist you Monday through Friday from 9:00 AM EST - 5:00 PM EST. Pacific time. These hours may change due to holidays and/or early stock market closings.

 

Hours Mon-Fri

9:00 AM EST - 5:00 PM EST

Phone

844-238-4872 (Select Option 1, for Licensing & Commissions)

Fax

949-219-8816

After Hours Support

lyndistributorservices@pacificlife.com

Response within 24 business hours.

Mailing Address

Pacific Life Insurance Company – Lynchburg Operations
PO Box 2375
Omaha, NE 68103 – 2375

Overnight Address

Pacific Life Insurance Company – Lynchburg Operations
6750 Mercy Rd., Ste. B
Omaha, NE 68106

We are available to assist you Monday through Friday from 9:00 AM EST - 8:00 PM EST. Pacific time. These hours may change due to holidays and/or early stock market closings.

 

Hours Mon-Fri

9:00 AM EST - 8:00 PM EST

Phone

844-276-5759

Fax

844-520-1618

Mailing Address

Pacific Life Insurance Company – Lynchburg Operations
PO Box 2869
Omaha, NE 68103 – 2869

Overnight Address

Pacific Life Insurance Company – Lynchburg Operations
6750 Mercy Rd., Ste. B
Omaha, NE 68106

We are available to assist you Monday through Friday from 9:00 AM EST - 8:00 PM EST. Pacific time. These hours may change due to holidays and/or early stock market closings.

 

Hours Mon-Fri

9:00 AM EST - 8:00 PM EST

Phone

844-276-0193

Fax

949-219-8811

Mailing Address

Pacific Life Insurance Company – Lynchburg Operations
PO Box 2873
Omaha, NE 68103 – 2873

Overnight Address

Pacific Life Insurance Company – Lynchburg Operations
6750 Mercy Rd., Ste. B
Omaha, NE 68106

Why PL

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PL Experience Client Brochure
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2023 Annual Report
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2023 Report to Members
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Introduction To Pacific Life
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Pacific Life Ratings

Compliance

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15-21003.pdf
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Sales Material Primer

PL Promise Custom Emails

 

Select a category below to open our custom email tool. Choose a pre-designed template and fill in your contact information. The box below the form will automatically be updated with a preview of the final result. Select desired format with the press of a button. Your self-contained copy will be generated with your information and the provided template.

 

Email Signature Taglines

How to Add an Image to Your Signature - Instructions
 

PLPromise Term Signature Taglines
 
 

PLPromise Conversion UL Signature Taglines
 
 

PLPromise GUL Signature Taglines
 
 
 

PLPromise Multi-Product Signature Taglines
 

Copyright © 2024 Pacific Life, Newport Beach, CA. These materials are distributed through Pacific Life, Lynchburg, VA (844-276-5759).

For Life Insurance Producer Use Only. May Not be Distributed to the Public.

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. Only a life insurance producer who is also a fiduciary is required to advise if the product purchase and any subsequent action taken with regard to the product are in their client's best interest.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. Insurance products and their guarantees, including optional benefits and any crediting rates, are backed by the financial strength and claims-paying ability of the issuing insurance company. Look to the strength of the life insurance company with regard to such guarantees as these guarantees are not backed by the broker-dealer, insurance agency or their affiliates from which products are purchased. Neither these entities nor their representatives make any representation or assurance regarding the claims-paying ability of the life insurance company.

 

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