Why Focus on Women Investors?

March 23, 2016

Women play a major role in household finances. In fact, when surveyed, 93% of women say they have some or complete influence on purchases for family financial services.

This staggering percentage highlights the importance of including women in financial planning discussions and tailoring conversations to meet their needs. Looking for more reasons to engage female clients? The infographic below highlights some key facts.

Click to download as a PDF.


We've developed great resources that can be used with female clients and in preparation for meetings with them, including case studies, worksheets, and presentations. Visit our Women & Retiring with Confidence webpage to access these materials.

For advice and additional ideas on working with female clients and their families, please feel free to contact us directly at (800) 722-2333, ext. 3939, or send an e-mail to RSG@PacificLife.com.


1“Doubet, Emily. "Is Your Financial Services Business Catering to Women? If Not, You’re Missing Out." Banking.com, January 13, 2014.


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Pacific Life offers a broad and diversified range of products and solutions designed to help individuals and families achieve asset growth, sustainable retirement income, and long-term financial independence. We also help businesses manage and fulfill their long-term retirement plan commitments to employees.

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.

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