27 episodes
The LIFE Podcast for Financial Professionals Pacific Life Insurance Company
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- Business
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4.8 • 17 Ratings
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The LIFE Podcast for Financial Professionals features news, information and happenings from Life Insurance Division at Pacific Life.
The LIFE Podcast offers quarterly chats for financial professionals and life insurance producers on industry trends, sales opportunities, and company happenings. Join hosts Stephan Mitchell and Bill Bell for an informative, innovative, and entertaining journey "around the ocean" of Pacific Life.
Offering insurance since 1868, Pacific Life provides a wide range of life insurance products, annuities and mutual funds, and offers a variety of investment products and services to individuals, business and pension plans.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York 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. Insurance products and their guarantees, including optional benefits and any crediting rates, are backed by the financial strength and claims-paying ability of the issuing insurance company. Look to the strength of the life insurance company with regard to such guarantees as these guarantees are not backed by the broker-dealer, insurance agency or their affiliates from which products are purchased. Neither these entities nor their representatives make any representation or assurance regarding the claims-paying ability of the life insurance company. Pacific Life's Home Office is located in Newport Beach, CA.
In order to sell life insurance, a financial professional must be properly licensed and appointed life insurance producer.
15-297 15-44430-00
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2023: The Year in Review
For this episode of the life podcast, Andrea Brandon, Director of Value-Add Marketing for the Consumers Markets Division at Pacific Life covers the events that punctuated 2023 from a macroeconomic, insurance industry, and Pacific Life perspective. Financial professionals can learn how where they’ve been affects where they’re going in 2024 and beyond.
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How to help clients with grief, death, and life transitions with Amy Florian
For this episode of the life podcast, Andrea Brandon, Director of Value-Add Marketing for the Consumers Markets Division at Pacific Life dives into practical advice with Amy Florian, CEO of Corgenius and an expert in life transition. Financial professionals can learn tips for dealing with difficult conversations that arise around grief, death, and life transitions. Amy Florian and Corgenius are not affiliated with Pacific Life Insurance Company.
Looking to learn more from Amy? Be sure to register for our live Whalecast webinar scheduled for October 10th at 9am PST. Click here to register. -
Lessons from Our Peers
Stephan and Bill spent time at last year’s Total Solution Forum talking with some of the best financial professionals in the industry. They chose four of their most insightful interviews to share with listeners regarding some of the best tips and techniques from these industry superstars.
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The Art of Selling: Mastering the Sales Process with Chuck Hollander
Sales trainer extraordinaire, Chuck Hollander, joined the guys to share his wisdom about the sales process and some very common mistakes that salespeople make when working with their best clients. In addition to some tips and techniques for more effective selling, Chuck gives and overview of The Compass which is a tool that he has developed and perfected over his many years of sales training. This is one episode that everyone involved sales should listen to.
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Reducing Potential Tax Rate Risk
Legendary producer and all around great guy Joel Solomon joined the guys at last year’s Total Solution Forum for this lively chat. Among the topics discussed during their discussion were; planning for taxes on retirement income distributions, why Joel has worked with Pacific Life for more than 40 years and what being a Vanguard means.
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Mailbag Episode: The Primary Purpose of Life Insurance Is...
The guys rip opened the mailbag to find out what the listeners wanted to know about. They were somewhat surprised that there were a lot of requests to discuss some simple strategies focused on a life insurance policy's death benefit protection. Bill outlines several options for businesses and families to provide protection using some basic planning and of course, life insurance.
Customer Reviews
Never stop, Stephen
Fun listen. Please keep them coming!
Virginia's episode was excellent
As someone who is looking to learn more about how companies provide the best underwriting experience for their customers while minimizing risk, this was a hugely beneficial episode. A+. The rewards incentives are a great way to encourage clients to take a proactive approach towards maintaining their health. Insightful stuff.
Pacific Life gets 3 stars.
I’m sure there are lots of wonderful people that work at Pacific Life. Northwestern Mutual and my policy there has blown anything I could have gotten at Pacific Life out of the water. Publicly traded companies are always going to be second to the mutual and Northwestern Mutual is the premier Mutual. I got a policy there when I was 18 and started working there when I was 29 because I believed in their planning philosophy so much.