Pacific Life becomes first annuity provider to offer financial professionals an interactive, personalized client illustration presentation tool.
NEWPORT BEACH, CA – November 19, 2021 – Today, Pacific Life, in collaboration with Ensight and Insurance Technologies, introduced an innovative new sales tool that links to its current illustration software to provide financial professionals with an interactive, personalized presentation or e-brochure they can share with clients. The new presentation tool allows financial professionals to show their clients a comparison between two or more annuities, based on separate illustrations. Financial professionals can interactively show their clients how the annuities would hypothetically perform over time and the amount of lifetime income they could provide under different circumstances. Read more…