Spouses as Beneficiaries of Life Insurance and Qualified Annuities: What's Mine is Yours

On-Demand Webinar | 59 minutes| April 21st, 2025

Summary

When it comes to transferring wealth, spouses have more flexible beneficiary options and opportunities. This webinar covers the following:
- Review the unique options available for transferring life insurance and qualified annuities to a spouse.
- Learn how certain trusts can benefit an estate plan.
- Understand how the robust distribution options available for spouses can improve planning outcomes.

 

No materials are available for this webinar. 

Earn CE Credit

Earn 1.0 CFP Board Continuing Education (CE) credit and/or 1.0 CIMA CE credit by watching this replay and taking the quiz. Ensure you meet the CE requirement by watching for a 50-minute hour and passing the quiz with at least an 80% score.

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Questions

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Pacific Life, its affiliates, 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.

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

Pacific Life refers to Pacific Life Insurance Company and its subsidiary Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company and in all states by Pacific Life & Annuity Company. Product/material 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 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.

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.