WhaleCast: Online Client Engagement

Hybrid Connections

 

Do some of your clients still prefer to meet virtually? Or, do they enjoy the flexibility to meet in person and online? As we settle into the new normal, knowing how to combine in‐person and online engagement models is essential to helping your business maximize flexibility and cultivate positive results.

 

Discover how to pack your digital briefcase for success by leveraging the unique advantages of the hybrid environment. And, download our toolkit to find essential tools and technology for the current hybrid environment, along with tips on how to use “crossover” communication skills in every meeting. 

 

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Dan Smaida and AdvisoryEDGE™ are not affiliated with Pacific Life. Guest speakers are solely responsible for the content of their presentations and do not necessarily represent the opinions of Pacific Life and its affiliates.

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.

Pacific Life is a member of the National Structured Settlements Trade Association.

 

Pacific Life, its affiliates, distributors, and respective representatives do not provide tax, accounting or legal advice. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or attorney.

 

Insurance products and their guarantees, including optional benefits, annuity payout rates, 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 insurance company with regard to such guarantees because these guarantees are not backed by the independent broker/dealers, insurance agencies, 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 issuing company.

 

Pacific Life refers to Pacific Life Insurance Company and its subsidiary Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company and in all states by Pacific Life & Annuity Company. Product/material availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.

 

The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.

No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency

For structured settlements consultant use only. Not for use with the public.