Next Upcoming Training:
Please feel free to register for any of the events below. If you have any questions concerning these events, please feel free to contact us.
Pacific Life Advanced Designs 2024 Planning Opportunities
Topics not limited to: Estate Taxes, Hybrid Buy-Sell Arrangements, Inherited IRA with a Twist, and client appreciation turn key presentations.
Speaker: Monca Rhee JD VP Advanced Designs Unite Pacific Life
Tuesday March 19, 2024
9:30AM PT | 10:30 AM MT | 11:3000 AM CT | 12:30 PM ET
45 Minutes
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STRATEGIC ALLIANCE SERIES from Pacific Life
Are Your Clients Retirement Ready? Post-Retirement
Income and Healthcare Planning (Potentially Using Life Insurance)
- How can early retirees build a healthcare bridge prior to becoming Medicare eligible (age 65)?
- What Medicare options are available?
- How can the risk of a long term care event during retirement be addressed?
- When may be the ideal time to claim Social Security benefits?
- How can retirees address income needs prior to, or in addition to claiming Social Security benefits?
Additionally, the webinar will discuss how life insurance and/or annuities may work in conjunction with various retirement and health-care strategies.
Join Susan Wood and Keith Buck of Pacific Life as they discuss various strategies to consider when addressing clients’ post-retirement income and healthcare needs.
Wednesday March 27th, 2024
9:00AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
60 Minutes Can Include 1 hour of CPE, CFP, CFFP, PRP, and IWI Credit and is intended for accounting professionals, attorneys, employee benefits providers, trust officers, asset managers, and other centers of influence.
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Product Launch Pacific Life’s New Horizon 2.0
New product features never seen before.
Speakers:
Lewis Tran Indexed Universal Life Marketing Specialist Pacific Life
Riley Thornburgh Competition Unit Pacific Life
Tuesday April 9, 2024
9:00AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
45 Minutes
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Pacific Life Professional Series
April 9, 2024 Mastering Client Meetings
June 11th, 2024 Mastering the Simple Illustration Tool & Benchmarking
July 9th, 2024 Best Practices for Allocation Changes (IUL)
August 13, 2024 Best Practices for Allocation Changes (VUL)
Sept. 10, 2024 All About Reports (IUL & VUL)
October 8, 2024 Be in the KNow (E-Alerts, Reminders, Policy Owner Activity)
Nov. 12, 2024 Empower Your Staff by using the Help Guide and Delegation Tools
Dec. 10, 2024 Master the Basic Inforce Illustration Tool
10:30AM PT | 11:30 AM MT | 12:30 PM CT | 1:30 PM ET
30 Minutes
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Pacific Life A Competitive Landscape Series
March 14, 2024
April 11, 2024
9:00AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
You’ve been invited to join us for a monthly discussion on our industry’s Competitive Landscape. Pacific Life’s Competition Unit will present a quick 15-Minute overview of our ever-changing environment and provide you with valuable insights that could impact your business.
15 Minutes
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Power of Choice Taking Your Practive to the Next Level
April 30, 2024
9:00AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Integrity, Trust, Expertise, Service, and Partnership. We might be your perfect partner when your client’s objectives are solving estate and business planning concerns. We will share some of our tailored and effective solutions using innovative and time-tested strategies.
Speaker:
Michael Wurth, MBA, Regional Vice President Succession Capital
45 Minutes
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Buying and Selling Tax
May 7, 2024
9:00AM PT | 10:00 AM MT | 11:00 AM CT | 12:00 PM ET
Join us and Gene Gordon, founder and chief executive officer of Pension Quote. Pension Quote are pioneers in retirement planning, featuring tax-advantaged qualified plans as exit strategies for high net worth clients. They partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.
As retirement plan design specialists for the last 40 years, they have a track record of success in the industry. That’s why many of the nation’s most prestigious insurance companies, brokerage firms, and financial institutions refer our services to their respective brokers, financial advisors, consultants, and money managers. These household names and companies have come to rely on our experience and knowledge to build tax-free income-building solutions for the future.
They understand the complexity of the fiduciary rules and compliance guidelines. Their winning designs allow flexibility, maximize growth, and minimize risk. When you partner with our national team of pension designers, actuaries, and attorneys, among the best in the business, you will receive support from inception to implementation.
1 Hour