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The LIFE Podcast for Financial Professionals
29 minutes | Sep 16, 2021
5 Years of The Life Podcast
In celebration of The Life Podcast’s 5th anniversary, the guys look back over some of their fondest memories as podcast hosts. Then, PL, Chief Distribution Officer, Greg Reber joins to discuss the changing face of life insurance distribution and what Pacific Life is doing to improve our customer experience.
20 minutes | Jun 21, 2021
What Are VCIs???
The guys welcome back Tod Nasser, SVP of Investment Management for Pacific Life, to talk about the state of the economy and where we may be going with interest rates. The discussion includes a deep dive into a newest trend in the indexed universal life insurance marketplace – Volatility Controlled Indexes (VCIs).
20 minutes | Apr 7, 2021
The (Potential) Tax Reform Episode
As promised, the guys talk about the potential for tax reform in 2021 and how it will affect life insurance planning. The discussion touches on business taxes, personal income taxes and most importantly, why Bill's family won’t have to worry about he estate tax for the foreseeable future.
23 minutes | Jan 29, 2021
Goodbye 2020, hello 2021! Stephan and Bill unpack the mailbag to answer a few questions from listeners and give insight into the year ahead.
23 minutes | Jan 11, 2021
What are Customer Insights?
Bill had a chance to catch up with Daria Lee Sharman, AVP, Enterprise Insights Advisory, about the how producers can get a better understanding of their clients' needs through customer insights. Daria discusses the different needs associated with different types of customers and some tools available to help producers grow their business. Bill determines that he is not a candidate for the finically independent – retire early consumer segment.
26 minutes | Nov 24, 2020
From Kitchen Table to Kitchen Table
Virtual selling is here and it isn’t going away. How can you make connections with your clients in a virtual environment? Melanie Dumas, Pacific Life’s AVP of Life Insurance Division Training, joins the guys to share some tips and tricks that can help you make those connections and sales from anywhere.
19 minutes | Oct 28, 2020
The "Virtual Symposium"
The guys share their personal highlights from the 2020 Pacific Life Educational Symposium. Even though this year’s event was virtual, it was still an amazing meeting that highlighted; industry trends, Pacific Life Products and Services, and some best practices for financial professionals looking to grow their businesses.
25 minutes | Oct 19, 2020
Interview with Dawn
Host Bill Bell interviews Dawn Trautman Behnke, Executive Vice President of Pacific Life’s Life Division, regarding 2020 challenges, planning for the future and a new recognition. Source: https://www.forbes.com/advisor/life-insurance/best-life-insurance-companies
16 minutes | Jul 21, 2020
Are you a social media master or disaster?
Gabby joins Stephan and Bill to share some tips and tricks to help build your social media profile.
14 minutes | Jun 30, 2020
Executive Benefits Strategies with Monica Rhee
Monica Rhee, senior consultant on the advanced designs team, joins Stephan and Bill to discuss business planning and comprehensive executive benefits strategies.
13 minutes | May 20, 2020
Get the details on Pacific Life’s New Key Executive Advantage Program (KEAP)
Special guest, Matt Veatch, from the KEAP team joins Stephan and Bill for an informative discussion on the new Key Executive Advantage Program (KEAP).
15 minutes | Oct 4, 2019
High Net Worth Life
Today’s entertaining episode features Matthew Pressler, the Director of High Net Worth Solutions for Pacific Life. He and Bill Bell take this opportunity to discuss a new lead development system for financial professionals.
8 minutes | Aug 12, 2019
Advanced Designs Unit: The Biz Platform
Stephan Mitchell sits down with Keith Buck and Lindsay Ciglar, of the Advanced Designs Unit, to talk about the BIZ Platform.
10 minutes | Jul 29, 2019
The Mailbag with special guest: Riley Thornburg
Bill Bell with special guest, Riley Thornburg from the Competition Unit, tackle some new questions from our listeners.
14 minutes | Jul 15, 2019
Pacific Healthy Rewards
Bill interviews Pacific Life’s Chief Underwriter, Virginia Craig about some exciting new PL underwriting programs.
23 minutes | Jul 2, 2019
Top Nine Resources
Take a listen, as Bill and Stephan announce their favorite Top 9 Pacific Life resources that help life insurance producers close sales.
15 minutes | Mar 27, 2019
Bill and Stephan: Road Warrior Restaurant Review
The guys have a little fun reminiscing about the "good old days" of fast Mexican food and the re-emergence of a one-time Southern California powerhouse in that space.
12 minutes | Mar 12, 2019
The Mailbag, Questions from our Listeners
Stephan and Bill take some time to answer questions from our listeners about what is going on in the worlds of life insurance products and advanced planning.
16 minutes | Mar 5, 2019
The Product Roadmap with John O'Donnell
John O’Donnell, VP of Marketing, stops by to discuss the Pacific Life product roadmap for 2019.
20 minutes | Mar 1, 2019
Educational Symposium and Sales Ideas
We look back at last year’s Educational Symposium with thoughts from both our hosts and some attendees. Includes some terrific sales ideas from some of the top life insurance producers in the business.
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