PL Promise Sales & Marketing Resources

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PL Promise Term

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Fact Sheet - Term
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Client Guide - Term
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Client Guide - Term (Mandarin)
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Client Guide - Term (Spanish)
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Flyer 1 – Take Another Look
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Sample Policy - PLPromise Term
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Flyer 2 - See How PL Compares
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What Happens Next for Clients
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What Happens Next for Clients - Mandarin
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What Happens Next for Clients - Spanish
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PL eDelivery Step-by-Step Guide
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PL eDelivery Step-by-Step Guide (Mandarin)
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PL eDelivery Step-by-Step Guide (Spanish)
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Acceptable Forms of Payment Notice

PL Promise GUL

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Fact Sheet - GUL
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Client Guide - GUL (Non-CA)
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Client Guide - GUL (Non-CA, Spanish)
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Client Guide - GUL (Non-CA, Mandarin)
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Client Guide - GUL (Mandarin, CA Only)
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Client Guide - GUL (Spanish, CA Only)
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Client Guide - GUL (CA Only)
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Flyer - Chronic Illness Care Rider
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Client Flyer - PL Promise Chronic Illness Care Rider
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Infographic - Ways to Plan for the Chronic Illness risk
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Sample Policy - PLPromise GUL
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Acceptable Forms of Payment Notice
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What Happens Next for Clients
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What Happens Next for Clients - Spanish
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What Happens Next for Clients - Mandarin
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PL eDelivery Step-by-Step Guide
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PL eDelivery Step-by-Step Guide (Mandarin)
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PL eDelivery Step-by-Step Guide (Spanish)

PL Promise Conversion UL

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Fact Sheet - CUL
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Client Guide - CUL
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Client Guide - CUL (Spanish)
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Client Guide - CUL (Mandarin)
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Is it Time to Extend Your Term Life Insurance Coverage?
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Sample Policy - PLPromise Conversion UL
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Acceptable Forms of Payment Notice

Multi-Product

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Acceptable Forms of Payment Notice
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PL eDelivery Step-by-Step Guide
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What Happens Next for Clients
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What Happens Next for Clients - Spanish
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What Happens Next for Clients - Mandarin
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At-A-Glance Flyer
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PL Promise Sales Toolkit
All Sales Strategies
  • All Sales Strategies
  • Product Sales Ideas
  • Policy Review
  • Estate Planning
  • Business Planning
  • Social Media Tools
  • Insight Articles
  • Videos
  • Financial Planning for Women
All Audiences
  • All Audiences
  • Financial Professional
  • Client

Product Sales Ideas

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Case Study - 1035 Exchange Using Life Insurance Without the Risk of Market-Based Losses
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Case Study - 1035 Exchange Using Life Insurance with the Certainty of Guaranteed Death Benefit
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Case Study - Competitive Level Premium
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Case Study - Final Expense Coverage
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Case Study - Guarantee to Age 90 with Option to Extend
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Case Study - Laddering Life Insurance
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Case Study - Meet Clients' Changing Needs with Policy Conversions
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Case Study - Pacific Healthy Rewards
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Case Study - Policy Conversion for Your Business Owner Clients

Policy Review

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Field Guide - Life Insurance Checkup (Policy Review)
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Infographic - $12 Trillion Financial Need
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Infographic - Is it Time for a Life Insurance Checkup?
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Who Do You Know? Prospecting Flyer

Financial Planning for Women

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Financial Wellness Amid Grief
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Securing Her Future
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Create Opportunity by Empowering Women Financially
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Engage and Retain Female Clients

Social Media Tools

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Social Media Content Kit: Life Goals
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30 Ways, 30 Minutes to Better LinkedIn Networking Infographic
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5 Ways Financial Professionals Can Stand Out on LinkedIn Infographic
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6 Apps to Power Up Your Social Media Prowess
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Build Your Social Media Skills Using LinkedIn Guide
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Social Media Content Kit: Estate Planning
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Social Media Content Kit: Life Insurance

Business Planning

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Building and Nurturing Strategic Alliances with Professional Advisors
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Business Continuation Planning Brochure
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Business Needs Analysis Questionnaire
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Business Solutions Playbook
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Key Person Life Insurance: Protecting a Business Against Death of Key Executive

Estate Planning

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Charitable Gifts of Life Insurance
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Estate Planning for Unmarried Couples
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Framing Your Legacy
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Life Insurance for the Blended Family
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Life Insurance: A Pivotal Tool for Your Wealth Transfer Plans
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Wealth Transfer Checklist

Videos On Demand Content

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Videos
More Than a Promise
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Insight Articles

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7 Reasons Life Insurance is Important to Single Clients
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How to Find and Start Conversations with Local Professionals on LinkedIn

Looking for New Business or Policyowner Service Forms?

Access Forms Here

Hours Mon-Fri

9:00 AM EST - 5:00 PM EST

Internal Wholesalers available at

LynInternalSales@PacificLife.com

or (888) 900-9777

Sales Support Team Map

We are available to assist you Monday through Friday from 9:00 AM EST - 5:00 PM EST. Pacific time. These hours may change due to holidays and/or early stock market closings.

 

Hours Mon-Fri

9:00 AM EST - 5:00 PM EST

Phone

844-238-4872 (Select Option 1, for Licensing & Commissions)

Fax

949-219-8816

After Hours Support

lyndistributorservices@pacificlife.com

Response within 24 business hours.

Mailing Address

Pacific Life Insurance Company – Lynchburg Operations
PO Box 2375
Omaha, NE 68103 – 2375

Overnight Address

Pacific Life Insurance Company – Lynchburg Operations
6750 Mercy Rd., Ste. B
Omaha, NE 68106

We are available to assist you Monday through Friday from 9:00 AM EST - 8:00 PM EST. Pacific time. These hours may change due to holidays and/or early stock market closings.

 

Hours Mon-Fri

9:00 AM EST - 8:00 PM EST

Phone

844-276-5759

Fax

844-520-1618

Mailing Address

Pacific Life Insurance Company – Lynchburg Operations
PO Box 2869
Omaha, NE 68103 – 2869

Overnight Address

Pacific Life Insurance Company – Lynchburg Operations
6750 Mercy Rd., Ste. B
Omaha, NE 68106

We are available to assist you Monday through Friday from 9:00 AM EST - 8:00 PM EST. Pacific time. These hours may change due to holidays and/or early stock market closings.

 

Hours Mon-Fri

9:00 AM EST - 8:00 PM EST

Phone

844-276-0193

Fax

949-219-8811

Mailing Address

Pacific Life Insurance Company – Lynchburg Operations
PO Box 2873
Omaha, NE 68103 – 2873

Overnight Address

Pacific Life Insurance Company – Lynchburg Operations
6750 Mercy Rd., Ste. B
Omaha, NE 68106

Why PL

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PL Experience Client Brochure
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2024 Annual Report
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2024 Report to Members
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Introduction To Pacific Life
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Pacific Life Ratings Flyer
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The Pacific Life Difference

Compliance

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Compliance Reference Guide
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Field Sales Material Review Submission Procedures
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Sales Material Primer

PL Promise Custom Emails

 

Select a category below to open our custom email tool. Choose a pre-designed template and fill in your contact information. The box below the form will automatically be updated with a preview of the final result. Select desired format with the press of a button. Your self-contained copy will be generated with your information and the provided template.

 

Email Signature Taglines

How to Add an Image to Your Signature - Instructions
 

PLPromise Term Signature Taglines
 
 

PLPromise Conversion UL Signature Taglines
 
 

PLPromise GUL Signature Taglines
 
 
 

PLPromise Multi-Product Signature Taglines
 

Copyright © 2025 Pacific Life, Newport Beach, CA. These materials are distributed through Pacific Life, Lynchburg, VA (844-276-5759).

For Life Insurance Producer Use Only. May Not be Distributed to the Public.

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products. Only a life insurance producer who is also a fiduciary is required to advise if the product purchase and any subsequent action taken with regard to the product are in their client's best interest.

Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. 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 insurance company is solely responsible for the financial obligations accruing under the products it issues. Insurance products and their guarantees, including optional benefits and any crediting rates, are backed by the financial strength and claims-paying ability of the issuing insurance company. Look to the strength of the life insurance company with regard to such guarantees as these guarantees are not backed by the broker-dealer, insurance agency or their affiliates from which products are purchased. Neither these entities nor their representatives make any representation or assurance regarding the claims-paying ability of the life insurance company.

 

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