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Newport Beach, CA. (March 14, 2007) – Sometimes, the hardest part of a financial advisor’s job is simply uncovering what their clients want. To help, Pacific Life Insurance Company introduced a new guide called, “What They Want” that provides an overview of how life insurance can help business owners achieve a variety of goals.
In three easy steps, financial advisors can:
- Look for a business owner’s goal (for example, retaining a key employee)
- Find a corresponding strategy using life insurance to help achieve the goal
- And then look at the business characteristics in which the strategy works best.
Or
- Start with the business characteristics
- Next, find the business owner’s goal
- And then look at the available planning strategies using life insurance.
“This guide helps life insurance professionals past the initial hurdle and shows them in an ‘at-a-glance’ format which strategies might best address a client’s situation,” explained Alyce Peterson, vice president of marketing services for the Life Insurance Division of Pacific Life. “Combining a planning strategy like Executive Bonus or Family Buy-Sell with life insurance can help a business owner meet their goals and the ‘What They Want’ guide gives advisors a starting point.”
With the popularity of “What They Want”, Pacific Life plans a companion brochure for clients called, “What You Want” slated for spring, 2007.
Insurance professionals can get a copy of the “What They Want” planning guide for business owners by contacting their Pacific Life representative or by calling 866-722-9555.
Founded in 1868, Pacific Life provides life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans1 Pacific Life counts more than half of the 100 largest U.S. companies as clients2 and is a member of the Insurance Marketplace Standards Association (IMSA), whose membership promotes high ethical standards for the sale of individual life insurance and annuities.
1 Product features and availability vary by state.
2 Data compiled by Pacific Life using the FORTUNE 500® list as of April 2006.
Pacific Life Insurance Company is licensed to issue individual life insurance and annuity products in all states except New York. Product availability and features may vary by state.
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