Conversations with Business Clients
Uncover potential planning opportunities with business clients using life insurance. Take a look at Pacific Life’s business planning resources for tips on starting conversations, client needs analysis questionnaire, and strategies that could be a great fit for your business client’s needs.
Business Solutions Playbook • Business Needs Analysis Questionnaire • Business Continuation Planning
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.
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