Using social media platforms, such as LinkedIn, can be a great way to build and strengthen relationships. You can use "Social" to keep in touch with clients and, at the same time, entice them to work more closely with you. One of the key challenges to an effective social media campaign is having valuable content. Pacific Life is here to help.
Sharing easy-to-use interactive calculators can give you the opportunity for multiple touch points and chances to encourage clients to take next steps toward implementing and maintaining retirement planning strategies.
With all this in mind, Pacific Life offers four retirement planning calculators. Each is different and educates about a separate retirement income planning concept.
Personally, I like using complex, detailed retirement planning calculators. But, I do admit, they are not always appropriate. Too much information can be overwhelming. Often, easy-to-use, conceptual tools can be best. They can educate and be used to position more comprehensive retirement programs.
Click one of these links and give the calculator a try. I like “dragging” items into the basket on the Inflation Calculator. I think your prospects will have fun with this, too.
All these calculators are for financial advisor and client use. The links to the calculators can be e-mailed or shared via the social media platform of your choice. They can be used on desktops or on mobile devices.
And, since there are four, you have four more opportunities to reach out and build your relationships. Share them. I think you will be glad you did.
If you have any additional questions, please feel free to contact Retirement Strategies Group at (800)722-2333, ext. 3939, or e-mail us at RSG@PacificLife.com.
The methodology used for each calculator is approximate, intended for educational purposes, and not meant as a predictive or forecasting tool. Each calculator is not a comprehensive financial plan or strategy, and it should not be the sole means of determining such a plan or strategy. Results may vary over time based on changes to input and the tool’s underlying assumptions.
BlueRush is an independent third party that is not affiliated with Pacific Life.
Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.
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 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.
Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA) and an affiliate of Pacific Life & Annuity Company. Variable and fixed annuity products are available through licensed third parties.
No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency