Retirement Planning for Women

Today, women control a third of total U.S. household financial assets—that's more than $10 trillion. In less than a decade, that number is expected to significantly increase to $30 trillion.

As American women become recipients of this considerable transfer of wealth, financial professionals should consider how best to use this opportunity to offer their guidance and build their businesses. 

Why Focus on Women as Investors?

Here are the numbers. 

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3 to 5

The number of years in which an unprecendented amount of assets will shift to U.S. women.1

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The projected worth of the assets managed by women in 2030.1

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Percent of personal wealth (an estimated $22 trillion) controlled by women in the U.S.2

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Revenue opportunity left on the table by women.3

Challenge Women Face in Retirement Planning

Helping women overcome their unique obstacles to the retirement they deserve can add even more value to the services you provide. 

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Outliving their money

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Falling behind due to salary gaps

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Paying higher prices than their male counterparts for many goods and services

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Having to reduce their working years to care for children and/or aging parents

Find, Engage, and Retain Female Clients with These Tools for Your Practice

The following tools are for financial professional use and are designed to help you act on this growing opportunity and engage with female clients more effectively. 

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.

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Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC.

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Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company. 

The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.

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