Beneficiary designation changes are a great way to start the policy review discussion with clients! Here’s a great tool to help prepare, prospect, and conduct more effective policy reviews.

For financial professionals, building a business has been about networking and meeting new people. Is it any surprise that social media and social selling have become a mainstream way to get to stay top of mind and deepen relationships? Discover 4 key aspects to an effective social selling strategy in this informative brochure.

While today’s women are more empowered than ever before, a substantial gender gap between those with life insurance policies and those without still seems to remain.¹ Read more about connecting with female clients is this Broad Market Insights.

Building up brand equity is an important part of developing and maintaining a solid reputation for you and your business. Find out why brand equity can be critical and how you can use LinkedIn to boost yours in this edition of Broad Market Insights.

Pacific Life increased the PL Promise GUL face amount limit from
$3.5 million to $5 million effective January 11, 2021. Learn more in this bulletin.

Tax limits have changed. See the new itemized deduction caps, qualified business income deductions, capital gains and dividends tax rates, and more! Download this handy guide to aid in your client’s tax planning.