Tcravitz

Case Study: Business Buy-Sell Strategy

Find out how life insurance can be used to help protect a family business as a wealth transfer tool. Business Buy-Sell Case Study

Accomplishing Charitable Goals Using Life Insurance

Many individuals have a history of giving to their favorite charity, and they may want to make sure that these gifts continue should they die prematurely. This client guide from Pacific Life discusses how using life insurance may be a way for charitably inclined donors to complete their expected lifetime gifts to a charity.

Need Business Planning Resources?

Uncover potential planning opportunities with business clients using life insurance. Take a look at Pacific Life’s Business Solutions Playbook for tips on starting the conversation, client needs analysis questionnaire, and strategies that could be a great fit for your business client’s needs. Visit our PL Promise page for even more business planning resources.

Estate Planning Strategies for Unmarried Couples 

What unique challenges do unmarried couples have in planning their estates? See how to turn these challenges into opportunities using life insurance with this client-approved brochure from Pacific Life. Estate Planning for Unmarried Couples 

Case Study: Business Buy-Sell Strategy 

Find out how life insurance can be used to help protect a family business as a wealth transfer tool. Business Buy-Sell Case Study 

Women, Wealth, and Life Insurance 

Engaging with female clients can lead to increased sales opportunities. Use our resources to help plan this growing group of financial decision makers. Share this infographic to get the conversation started. 

Need Business Planning Resources? 

Uncover potential planning opportunities with business clients using life insurance. Take a look at Pacific Life’s Business Solutions Playbook for tips on starting the conversation, client needs analysis questionnaire, and strategies that could be a great fit for your business client’s needs. Visit the PL Promise page for even more business planning resources.  

Need LinkedIn Content? 

Explore 26 ready-to-use posts linking to different client life goals, from saving for retirement to death benefit protection. Start sharing content in 3 Easy Steps.  

Looking for a Comprehensive Policy Review Guide? 

Get help preparing, prospecting, and conducting more effective life insurance policy reviews. Check it out here.