Sales Resources

  • Client Educational Series
    Designed for your clients, these brochures offer general knowledge about tools and products available for financial planning.
  • Healthcare
    Education and sales tools to assist you in helping clients plan for healthcare needs in retirement.
  • Income Planning
    Education and sales tools for assisting clients in establishing sustainable income that helps them live comfortably in retirement and lasts for life.
  • Regulatory Updates
    Timely information on the latest regulatory news affecting your practice.
  • Retirement Planning for Women
    Education and sales tools focused on helping you connect with female clients and motivate them to take charge of their financial future.
  • Social Selling for Financial Professionals
    Tips and strategies for prospecting and strengthening client relationships using social media.
  • Wealth Transfer Strategies
    Education and sales tools to assist you in helping clients leave a legacy for family and loved ones using deferred annuities.
 

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

For financial professional use only. Not for use with the public.