PL Promise Resources

Products
Sales Strategies
Underwriting
Working With Us
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PL Promise Term

Fact Sheet - Term

Client Guide - PL Promise Term (Non-CA)

Client Guide - PL Promise Term (CA-Only)

Flyer Take Another Look

Sample Policy - PL Promise Term

What Happens Next for Clients

Your Policy Is Issued. Now What?

PL eDelivery Step-by-Step Guide (Mandarin)

PL eDelivery Step-by-Step Guide (Spanish)

Acceptable Forms of Payment Notice

PL Promise GUL

Fact Sheet - GUL

Client Guide - GUL (Non-CA)

Client Guide - GUL (CA-Only)

PL Promise Chronic Illness Care Rider Client Flyer

Infographic - Ways to Plan for the Chronic Illness risk

Sample Policy - PL Promise GUL

Acceptable Forms of Payment Notice

What Happens Next for Clients

What Happens Next for Clients - Spanish

What Happens Next for Clients - Mandarin

Your Policy Is Issued. Now What?

PL eDelivery Step-by-Step Guide (Mandarin)

PL eDelivery Step-by-Step Guide (Spanish)

PL Promise Conversion UL

Fact Sheet - Conversion UL

Client Guide - PL Promise Conversion UL (Non-CA)

Client Guide - PL Promise Conversion UL (CA-Only)

Is it Time to Extend Your Term Life Insurance Coverage?

Sample Policy - PL Promise Conversion UL

Acceptable Forms of Payment Notice

Multi-Product

What Happens Next for Clients

Acceptable Forms of Payment Notice

What Happens Next for Clients - Mandarin

At-A-Glance Flyer

PL Promise Sales Toolkit

What Happens Next for Clients - Spanish

Your Policy Is Issued. Now What?

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Type

Product Sales Ideas

Case Study - 1035 Exchange Using Life Insurance Without the Risk of Market-Based Losses

Case Study - 1035 Exchange Using Life Insurance with the Certainty of Guaranteed Death Benefit

Case Study - Competitive Level Premium

Case Study - Final Expense Coverage

Case Study - Key Person Life Insurance for Business Owners

Case Study - Laddering Life Insurance

Case Study - Legacy and Asset Protection

Case Study - Meet Clients' Changing Needs with Policy Conversions

Case Study - PL Promise Term with Child Rider

Case Study - Pacific Healthy Rewards

Case Study - Transfer a Business and Leave a Legacy

Policy Review

Field Guide - Life Insurance Checkup (Policy Review)

Infographic - Is it Time for a Life Insurance Checkup?

The Need Infographic

Who Do You Know? Prospecting Flyer

Financial Planning for Women

Financial Wellness Amid Grief

Securing Her Future

Create Opportunity by Empowering Women Financially

Engage and Retain Female Clients

Client Education Resources

Group vs. Individual Life Insurance Flyer

Guaranteed Universal Life vs. Term Flyer

Life Insurance is More Affordable Than You Think Flyer

Laddering Life Insurance

Social Media Tools

30 Ways, 30 Minutes to Better LinkedIn Networking Infographic

5 Ways Financial Professionals Can Stand Out on LinkedIn Infographic

Build Your Social Media Skills Using LinkedIn Guide

Business Planning

Building and Nurturing Strategic Alliances with Professional Advisors

Business Continuation Planning Brochure

Business Fact Finder

Business Needs Analysis Questionnaire

Business Solutions Playbook

It’s All About the Business Concept Guide

Key Person Life Insurance: Protecting a Business Against Death of Key Executive

Estate Planning

Accomplishing Charitable Goals Using Life Insurance Brochure

Encouraging Positive Behaviors Using an Incentive Trust

Framing Your Legacy

Life Insurance: A Pivotal Tool for Your Wealth Transfer Plans

Wealth Transfer Checklist

Videos On Demand Content

Videos

More Than a Promise

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Insight Articles

7 Reasons Life Insurance is Important to Single Clients

How to Find and Start Conversations with Local Professionals on LinkedIn

Underwriting Materials

Underwriting Updates: Increased Retention Limits

PAL+ Overview Flyer

The Power of Pacific PAL+

Online Health History Overview

Pacific Life Underwriting Guide

Pacific Healthy Rewards Flyer

Case Study - Pacific Healthy Rewards

What Happens Next for Clients

Your Policy Is Issued. Now What?

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

ProducerServicesCoordinators@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

Third-Party Vendors:

ExamOne Teleunderwriting: 800-521-7113

TMA Insurance Fulfillment Center Teleunderwriting: 833-399-6454

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

PL Experience Client Brochure

2025 Annual Report

2025 Pacific Life At a Glance

2025 Report to Members

Introduction To Pacific Life

Pacific Life Ratings Flyer

The Pacific Life Difference

Compliance

Compliance Reference Guide

Sales Material Review Primer 2025

Sales Material Review Process 2025 Flyer

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.