Why Life Insurance NOW

5 Strategies to Help Connect with Clients and Grow Your Life Insurance Business

STRATEGY #1

The Carrier You Choose Matters

Sure, Pacific Life has strong brand recognition (the company with the whale!) but what does that mean for you? Strong brand can help shorten the buying cycle… less time needed to “sell” the carrier to your client and more time to focus on ways to protect their family’s financial security. Keep on the hustle with less hassle.
The Pacific Life Experience

STRATEGY #2

Reassure With Guarantees

In volatile economic times, your clients may be looking for certainty when it comes to their financial future. A guaranteed universal life policy like PL Promise GUL¹ can provide stability with guaranteed living and death benefits—no matter how the markets are doing.

STRATEGY #3

Build Your Business. Build Your Brand.

Explore these tips and tricks to use social media effectively to help expand your reach and spark new opportunities at any time from anywhere. Get started with the interactive assessment to see if you are a social media master or disaster!
Social Media Tools

STRATEGY #4

Wealth Transfer—Not Just for the Ultra‑Affluent

Life insurance can serve as a strong foundation for any wealth transfer, estate, or succession planning need. A simple way to start the conversation is with this checklist to help your clients assess their unique financial needs. Then, utilize Framing Your Legacy to help determine next steps.

STRATEGY #5

All Roads Lead to Policy Review

The policy your client purchased 10 years ago—what’s it worth now? Has it kept up with inflation, market volatility, and their changing needs? It may be a good time to check in with them and re-evaluate. Get started with this comprehensive field guide. Get Started