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| Uncover What Your Clients Want from an Estate Plan with a Four Step Guide from Pacific Life |
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Newport Beach, CA. (April 25, 2007) – Identifying what they want to accomplish in an estate plan can be very difficult for many clients. Add to that the wide variety of planning techniques and you can really confuse a client. There are so many issues – both emotional and financial. To help, Pacific Life Insurance Company and Pacific Life & Annuity Company introduced a new guide for insurance professionals to use with clients called, "What You Want – Estate Planning."
This innovative guide has a four-step approach with questions and answers set up by categories so your client can focus on what matters to them. To begin, clients:
look at the category that fits them such as "children from a prior marriage" or "children and a family business;"
review the questions that fit their concerns and see the corresponding estate planning strategy that may address those concerns; and
learn more about the strategies that might work in their situation.
"Estate planning can be a complex topic and an emotional one. This guide focuses on your clients’ concerns and helps them define their goals so you can then help them," explained Alyce Peterson, vice president of marketing services for the Life Insurance Division of Pacific Life. "The ‘What You Want – Estate Planning’ guide gives you a starting point when advising clients on how life insurance can be used in their legacy whether that’s taking care of children, passing on a family business or supporting a favorite charity."
Insurance professionals can get a copy of the "What You Want – Estate Planning" guide by contacting their Pacific Life or Pacific Life & Annuity representative or by calling 866-722-9555.
Pacific Life Insurance Company
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 plans.1 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. For additional information about Pacific Life, including its current financial strength ratings from A.M. Best, Fitch Ratings, Standard & Poor’s, and Moody’s, visit the company Web site at www.PacificLife.com.
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 & Annuity Company
Pacific Life & Annuity Company offers a wide range of products, including life insurance, annuities, structured settlement annuities, and other investment products and services for individuals and businesses.1 Pacific Life & Annuity 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. For additional information about Pacific Life & Annuity, including its current financial strength ratings from A.M. Best, Fitch Ratings, Standard & Poor’s, and Moody’s, visit the company Web site at www.PacificLifeandAnnuity.com.
1 Product features and availability vary by state.
Pacific Life Insurance Company is licensed to issue individual life insurance and annuity products in all states except New York. Product availability and features vary by state. Individual life insurance and annuity products are available in New York through Pacific Life & Annuity Company. Each company is solely responsible for the financial obligations accruing under the policies it issues, and its product and rider guarantees are backed by that company’s financial strength and claims-paying ability.
This material is intended to provide general information. It is not intended as, nor may be considered, the legal opinion of Pacific Life or Pacific Life & Annuity on tax or other matters. Private counsel alone may be responsible and relied upon for those purposes.
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