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.

Pacific Life and Franklin Templeton are Innovating Lifetime Income Solutions
schedule 23 Minutes

The Wave Strength | Feb 7, 2024

schedule 23 Minutes
Innovative Lifetime Income Solutions with Pacific Life and Franklin Templeton
The Wave Strength | Episode 39

On this episode of The Wave Strength, Franklin Templeton’s Lavina Mehta joins Pacific Life’s Michael Oler and Jim Breen to discuss the new partnership that’s bringing simple and flexible lifetime income solutions to workplace retirement planning.

We explore the market shift away from defined benefit plans to defined contribution plans and discuss how lifetime income can help fill a critical need with an innovative solution that’s easy for participants to understand, and easy for plan sponsors to implement. We also cover financial wellness and product education for participants and fiduciary concerns for plan sponsors.

Finally, we’ll discuss how embracing new technology while using familiar platforms and systems provides a comfort zone and ease of use for plan sponsors.

Join this exciting and insightful conversation as we explore innovative lifetime income solutions for retirement planning, which can help plan sponsors and participants achieve their goals.

 

About our Guest
Lavina Mehta

Lavina Mehta is vice president of Digital Retirement Investment Solutions at Franklin Templeton. She is Responsible for digital and traditional investment solution development across the retirement marketplace. Lavina is a highly accomplished investment professional with 20+ years of Defined Contribution (DC) knowledge and experience, and a successful track record of managing a highly complex large defined contribution retirement plan. She is passionate about driving innovation to improve financial well-being among colleagues.

 

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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