Products April 17, 2009

Pacific Life Releases Kit to "Rescue" Retirement Assets

A sales kit for insurance professionals, recently released by Pacific Life, explains how life insurance can help build assets for clients' retirement plans while providing protection to families and businesses through the death benefit, the company said.
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The Building Retirement in a Changing Economy kit features case studies, client brochures, a comprehensive pocket guide, and marketing tips, according to a press release from Pacific Life. The firm said by including life insurance in a comprehensive retirement strategy, clients can:

  • Protect their families now and potentially supplement retirement income later.
  • Catch-up on retirement savings.
  • Supplement the accumulation of their retirement income through the use of previously taxed income.
  • Put the value of their business to work for their retirement.
  • Make potentially large and tax-deductible contributions.

“We are in uncharted waters and your clients need help and direction to stay on course to their financial goals, especially retirement,” said Alyce Peterson, vice president of marketing services for the company’s Life Insurance Division. “Adding life insurance to a retirement strategy can stabilize a plan today and offer the potential of supplemental retirement income tomorrow.”

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Insurance professionals can get a kit by contacting their Pacific Life representative or by calling 866.722.9555.

 

 

 

Deals & People April 16, 2009

Eaton Vance Names Head of National Brokerage Sales

Jac McLean has been appointed managing director, Brokerage, of Eaton Vance Distributors, Inc., the broker/dealer subsidiary of Eaton Vance.
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In this position, McLean leads all sales and relationship management within Eaton Vance’s brokerage channel. He reports to Matt Witkos, president of Eaton Vance Distributors, Inc.

McLean has more than 16 years of sales experience and joins the firm from MFS Investment Management, where, since 2008, he was most recently national sales manager for the entire MFS field sales force overseeing 80 wholesalers. McLean was named national sales manager and director for the SMA, RIA, and bank trust businesses of MFS in 2006, and a year later expanded these responsibilities to include management of all strategic partnerships across the wirehouse, bank, and independent firms.

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“The hiring of Jac underscores our commitment to securing the best talent in the industry to help us to meet the evolving needs of financial advisers and their clients in this dynamic environment,” said Witkos, in a press release. “Having someone with his team-oriented approach and broad capabilities to lead our brokerage channel sales and relationship management enhances our growth opportunities in this important part of our business.”

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