We have tools and resources to assist you in developing best practices and a sound process.
If you have kids, then you know the feeling of being completely overwhelmed when a new one comes along, and you have to overhaul your daily (and nightly) routine for the foreseeable future.
Similarly, when rules change in our industry, such as the DOL Fiduciary Rule, we also can feel completely overwhelmed with having to change how we communicate and interact with our clients.
The good news is that Pacific Life has created tools that will help you through these changes.
My wife and I just had our third (and last) child about a month ago, and I'll be honest with you: it’s been quite the adjustment. Other than the obvious, like lack of sleep and overall physical and mental exhaustion, my wife and I are also dealing with changing our daily routines/responsibilities with our other children.
This is clearly taxing on everyone, but as with any time there is change, we will slowly but surely adjust.
The DOL Fiduciary Rule is kind of like this new kid (just not nearly as cute). The new rule came as a bit of a surprise (just like my third child) and requires us all to deviate a bit from our norms. But in the end, regardless of whether or not the rule maintains its current form after the recent delay, our industry will now comply with some form of the "best interest standards" and create processes that will support these standards.
Luckily, Pacific Life is here to help you through this process and has created some tools that may help.
For our first "Thrive with Pacific Life" series of materials, we are focusing on the "IRA Rollover Conversation" with your clients and prospects. We have tools and resources to assist you in developing best practices and a sound process to:
Two of the flagship resources are our:
Of course, you must always follow your firm's policies, procedures, and guidelines, but we offer these resources to help you comply with whatever those policies/procedures/guidelines may be.
If you would like to order any of the materials referenced above, please contact your internal wholesaler, or if you don’t know who your internal wholesaler is, you can contact the Retirement Strategies Group directly at (800) 722-2333 or send an e-mail to RSG@PacificLife.com, and we will get you in touch with him/her.
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