Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, Pacific Life offers resources and products designed to meet your personal and family goals.

Support your workforce with innovative employee benefits and retirement solutions. Pacific Life partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

Simplify complex retirement and pension risk management with our tailored solutions for large organizations. Pacific Life specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

Empower your clients with confidence by leveraging Pacific Life’s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

  • Individuals

    Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, Pacific Life offers resources and products designed to meet your personal and family goals.

  • Employers

    Support your workforce with innovative employee benefits and retirement solutions. Pacific Life partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

  • Institutions

    Simplify complex retirement and pension risk management with our tailored solutions for large organizations. Pacific Life specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

  • Financial Professionals & Brokers

    Empower your clients with confidence by leveraging Pacific Life’s comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

Two Years of Growth and Innovation
schedule 25 Minutes

The Wave Strength | Jan 18, 2022

schedule 25 Minutes
Brian Woolfolk & The Institutional Division Celebrate Two Years of Growth and Innovation
The Wave Strength | Episode 12

In this episode of The Wave Strength, Brian Woolfolk, Head of the Institutional Division, joins host Jim Breen to discuss the Division’s first two years, noteworthy accomplishments, and his vision for the future. Brian shares the challenges of launching a division during a global pandemic, and the remarkable team that established its solid foundation.

About our Guest
Brian Woolfolk

Head of Institutional Division, Pacific Life

Brian is responsible for the establishment, growth and profitability of Pacific Life’s institutional product lines. Prior to his promotion to lead the new division in January of 2020, he was Senior Vice President of Sales and Chief Marketing Officer in the Retirement Solutions Division. Brian joined Pacific Life in 2010.

Timestamps:

00:00 Introduction
01:24 Meet Brian
02:13 Brian's Most Exciting Opportunity
05:21  The Startup Mentality
08:05 Recruiting Talent
09:28 Building Exceptional Customer Service
10:16 Commitment to Employee Safety
12:54 The Rejuvenation Days
14:04 Successes
15:58 Sustainable Bond Framework
16:48 Digital First Mindset
18:11 Defined Contribution Lifetime Income
20:34 Alliance for Lifetime Income
22:08 Division Goals for the Future
25:16 Final Thoughts

 

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, its affiliates, its distributors, and respective representatives do not provide any employer-sponsored qualified plan administrative services or impartial advice about investments and do not act in a fiduciary capacity for any plan.

This material is provided for informational purposes only and should not be construed as investment, tax, or legal advice.

Information is based on current laws, which are subject to change at any time. Clients should consult with their accounting or tax professionals for guidance regarding their specific financial situations.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company or Pacific Life & Annuity Company. In New York, insurance products are only issued 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.

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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