On May 17, 2021, embark on a new underwriting journey with PL Swift Sailing accelerated underwriting! Offer clients ages 18-60 up to $2 million in coverage with quicker decisions and streamlined digital process that can help provide an improved customer experience. Use this Prequalifying Checklist to identify clients that may be a good fit.
What do videos, success stories, and quizzes have in common? These clever tactics could be the key to generating new leads that could be converted into new policyholders! Learn more in the latest Broad Market Insights.
Applications are being accepted for the Pacific Life Foundation Partner Involvement Grant Program—open to contracted Pacific Life producers. Ten grant recipients will be selected with $5,000 awarded to each chosen charity. Deadline is May 31, 2021. This is a great way to maximize marketing efforts with your producers!