Reducing Potential Tax Rate Risk

2023: The Year in Review

For this episode of the life podcast, Andrea Brandon, Director of Value-Add Marketing for the Consumers Markets Division at Pacific Life covers the events that punctuated 2023 from a macroeconomic, insurance industry, and Pacific Life perspective. Financial professionals can learn how where they’ve been affects where they’re going in 2024 and beyond.

How to help clients with grief, death, and life transitions with Amy Florian

For this episode of the life podcast, Andrea Brandon, Director of Value-Add Marketing for the Consumers Markets Division at Pacific Life dives into practical advice with Amy Florian, CEO of Corgenius and an expert in life transition. Financial professionals can learn tips for dealing with difficult conversations that arise around grief, death, and life transitions. Amy Florian and Corgenius are not affiliated with Pacific Life Insurance Company. Looking to learn more from Amy? Be sure to register for our live Whalecast webinar scheduled for October 10th at 9am PST. Click here to register [https://pacificlife.zoom.us/webinar/register/1116934122760/WN_MjkVic4dQ8KZb6SHgIvByQ#/registration].

Lessons from Our Peers

Stephan and Bill spent time at last year’s Total Solution Forum talking with some of the best financial professionals in the industry. They chose four of their most insightful interviews to share with listeners regarding some of the best tips and techniques from these industry superstars.

The Art of Selling: Mastering the Sales Process with Chuck Hollander

Sales trainer extraordinaire, Chuck Hollander, joined the guys to share his wisdom about the sales process and some very common mistakes that salespeople make when working with their best clients.  In addition to some tips and techniques for more effective selling, Chuck gives and overview of The Compass which is a tool that he has developed and perfected over his many years of sales training.  This is one episode that everyone involved sales should listen to.

Reducing Potential Tax Rate Risk

Legendary producer and all around great guy Joel Solomon joined the guys at last year’s Total Solution Forum for this lively chat. Among the topics discussed during their discussion were; planning for taxes on retirement income distributions, why Joel has worked with Pacific Life for more than 40 years and what being a Vanguard means.