Pacific Life Institutional Business

Remember the days of pizza parties during benefits enrollment? While the pizza might have drawn the crowd, the challenge was helping employees truly understand their benefits. In today’s digital world, how do we cut through the noise and ensure people realize the importance of protecting their income and utilizing the benefits available to them?? ? In the latest episode of The Wave Strength podcast, Host Jim Breen sits down with Karen (Inkel) Neeley and Erich Sternberg to discuss how Pacific Life is focused on personalizing education, delivering the right message at the right moment, and helping employees overcome inertia.? ? Don’t miss out on this insightful discussion! https://lnkd.in/ghfPuR_R ? #EmployeeBenefits #FinancialSecurity #PacificLife #TheWaveStrength??

Institutional’s Brian Woolfolk, FSA, MAAA recently spoke with Steve Keating from BCG Pension Risk Consultants ? BCG Penbridge as part of BCG’s Spotlight Q&A Series and was featured in the November edition of BCG’s insightful U.S. pension industry newsletter - The BCG Pension Insider. In this Q&A, “Working with Advisors and Consultants Across the Defined Benefit and Defined Contribution Landscape,” Brian shares key insights into Pacific Life’s tremendous growth in the institutional space and PRT business. Brian also discusses Pacific Life’s nearly 160-year-old legacy and how they’re leveraging their financial strength, experience, and expertise to innovate the DC market and partner with institutions to deliver retirement security. To read the Q&A, click here: https://bit.ly/3YUENuW #definedbenefit?#pensions?#prt?#ldi?#pacificlife #financialadvisors #plansponsors

Exciting week in NYC! Members of Pacific Life Institutional Business team had the pleasure of attending the Defined Contribution Institutional Investment Association (DCIIA) Academic Forum, connecting with strategic partners and exploring how research can inform and enhance outcomes for lifetime income solutions. Conversations like these are essential for driving innovation and building a more secure retirement future for all. ?#PacificLife #DCIIA #RetirementSolutions #LifetimeIncome #FinancialSecurity?

? New Podcast: Becoming an Employer of Choice by Enhancing Your Benefits Offering In today's competitive job market, attracting and retaining top talent is more crucial than ever. On this episode of The Wave Strength, host Jim Breen sits down with Karen (Inkel) Neeley and Erich Sternberg at Pacific Life, to discuss how employers can enhance their benefits packages to become the employer of choice with these key takeaways: ? ? From small- to mid-sized companies to large corporations, Pacific Life Workforce Benefits offers employee benefits, while Pacific Life Institutional Business focuses on pension risk transfer (PRT) and defined contribution lifetime income (DCLI) solutions. ? Technology plays a crucial role in simplifying complex processes and enhancing the overall experience. ? Pacific Life's digital-first approach eliminates the friction caused by legacy systems, providing seamless and efficient service that is unmatched in the industry. Join us as we explore the unique opportunities employers have today to enhance their benefits packages through comprehensive workforce offerings and retirement solutions, and how we help offset the challenges in managing and accessing these benefits through innovative technology and strategic partnerships. ? Listen to the full episode now and discover how you can become an employer of choice! https://lnkd.in/ghfPuR_R ? #EmployerofChoice #EmployeeBenefits #RetirementSolutions #PacificLife #TheWaveStrength

Christopher McGlynn, CEBS?, CRPS??had the opportunity to speak yesterday at the DCIIA Retirement Research Center summit in NYC on a?panel with Drew Carrington, CFA, CAIA.? ? Chris discussed how an increased number of plan sponsors are identifying the value of offering retirement income solutions to help participants achieve financial security in retirement. Moving forward, each sponsor will have a unique approach to implementation based on their specific plan size, industry, and experience. These research-based insights can help address key considerations for using lifetime income solutions. Connect with Chris today to learn more about how Pacific Life is driving innovation in the retirement income space.? ? #PacificLife #Retrirementincome #Retirementsecurity #DCIIA #lifetimeincome

Pacific Life is honored to celebrate Veterans Day, recognizing the men and women, including our own employees, who have served in the U.S. armed forces. We pay tribute to their service and sacrifice, and the impact Veterans have had on history. Thank you for your bravery and sacrifice.?

We are excited to announce the outstanding keynote speakers joining us for the GPFA Annual Member Meeting in Newport Beach, CA at the Pacific Life headquarters. These industry leaders are coming to us from Academy Asset Management - a veteran-owned asset management group.?We are honored to hear from Lieutenant General Michael Groen, Geopolitical Intelligence Group Member, Major General (Ret.) James A. Spider Marks, Head of Geopolitical Strategy and Academy Securities’ Senior Advisory Board Member, and Seth Rosenthal, CFA, Chief Investment Officer.?We look forward to hearing their perspectives on the geopolitical landscape shaping the global macroeconomic environment in an age of advancing technology and artificial intelligence.??An invite to this year’s meeting has already been shared with GPFA members.?If you are interested in attending this meeting and are a global beneficial owner, please reach out to us. https://lnkd.in/en4reH32?#gpfa #securitiesfinance #bettertogether?

Thank you to everyone who helped to make our LinkedIn Live event such a fantastic experience. We especially appreciate our wonderful panelists, Jean Chatzky, Michael Finke, PhD, CFP?, and Pacific Life’s Karen (Inkel) Neeley Neeley for their time and thoughtful insights.? ? The Power of Tracking by Pacific Life is exciting new research that explores the science of progress tracking and how short-term rewards can help propel us toward long-term goals, from fitness to finances. With so much potential to help improve retirement outcomes, we’re eager to continue this conversation and connect the links between wealth and health.? ? Click the link below to visit The Power of Tracking landing page were you can watch the LinkedIn Live replay, and stay current with new Power of Tracking research? ?? https://lnkd.in/giamg4Sc? ? #RetirementPlanning #FinancialSecurity #JeanChatzky #MichaelFinke #PacificLife #LifetimeIncome?

Another fantastic example of Pacific Life's commitment to our customers, people and communities.

What is the link between health and wealth? Join The Wave Strength, along with industry experts Jean Chatzky and Michael Finke, PhD, CFP? as we unleash The Power of Tracking by Pacific Life. In this special episode, we’ll explore the innovative new research connecting personal health with financial wellness and retirement success. The study, sponsored by Pacific Life and Michael Finke in collaboration with David Harry Stewart at AGEIST, explores the science of progress tracking and how it provides short-term rewards that propel us toward long-term goals, from fitness to finances.??? ? Don’t miss out on this insightful discussion!? Join us for this LinkedIn Live where we’ll unpack the science behind tracking and how it can help you achieve your long-term financial and health goals. Register now to secure your spot and be part of the conversation that could transform the way you approach your future.? ? #RetirementPlanning #FinancialSecurity #JeanChatzky #MichaelFinke #PacificLife #LifetimeIncome