Have your clients considered the impact of taxes could have on various planning areas? When it comes to keeping taxes at a minimum, life insurance may help. Read this Advanced Design Unit Update to see a summary of the potential tax changes based on the current tax reform bill.

Use this guide and transparent overlay to help identify potential tax planning opportunities for your clients. Order your hard copy today. Email marketing.orders@pacificlife.com or call (800) 800-7681, ext. 3920.

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 brochure discusses how using life insurance may be a way for charitably-inclined donors to complete their expected lifetime gifts to a charity.

You are now able to authorize another person, known as a delegate, from your staff or a business partner to help process and manage your life insurance business in Producer Bay.

Pacific Life makes it easier to educate your clients about the next steps after applying for PL Promise life insurance¹—from what’s needed for the online health history or telephone interview, to preparing for a paramed exam (if required).