Pacific Life Introduces Social Security Educational Tools

A New Set of Resources for Engaging Clients in a Retirement Income Discussion

NEWPORT BEACH, Calif.--(BUSINESS WIRE)-- Pacific Life has unveiled a new suite of Social Security educational tools to help financial professionals start the conversation with clients about retirement income. These non-product-specific resources focus on helping clients understand how to maximize their Social Security benefits and plan for additional sources of retirement income. Also included are relationship-building tools that help financial professionals guide their clients through the retirement income-planning process.

“Social Security is typically the first thing clients think about when they start to seriously consider retirement, so it’s a natural lead-in to a more comprehensive retirement income conversation,” says Christine Tucker, Pacific Life's vice president of marketing, Retirement Solutions Division. “In addition, the large number of people who opt to take a reduced Social Security retirement benefit by claiming early—rather than waiting to full retirement age to receive their full benefit—indicates how much clients need Social Security information.”

Pacific Life's new tools are the latest in an expanding line of resources designed to help financial professionals build client relationships and grow their practices. The resources include customizable prospecting communications such as a letter, seminar invitation, and a flyer; a PowerPoint presentation for use with clients; Social Security strategies to address specific needs; four financial calculators; an educational brochure on understanding Social Security basics; and more.

Financial professionals interested in Pacific Life’s Social Security campaign can contact a consultative wholesaler at (800) 722-2333. Or, visit Pacific Life’s website at www.PacificLife.com.

About 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, businesses, and pension plans. Pacific Life counts more than half of the 100 largest U.S. companies as its clients. For additional company information, including current financial strength ratings, visit Pacific Life online at www.PacificLife.com.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of May 2012 is compiled by Pacific Life using the 2012 FORTUNE 500® list.

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 company is solely responsible for the financial obligations accruing under the products it issues. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.

Mutual funds are offered by Pacific Life Funds. Variable insurance products and mutual funds are distributed by Pacific Select Distributors, Inc. (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company (Newport Beach, CA). Mutual funds as well as variable and fixed annuity products are available through licensed third-party broker/dealers.

Pacific LifeJune Arce, (949) 219-6916
[email protected]

Source: Pacific Life