The Conversations Driving Large Life Insurance Sales

About the Event

Featuring PIMCO

From market perspective to practical client conversations

Today’s conditions, from the economy to global politics, can lead clients to think more about protection-focused “risk off” solutions. That perspective can also cause them to let opportunities in the market pass them by.

This session will touch briefly on the current climate, how it may impact the investment markets, and how to design protection strategies that satisfy clients’ need for certainty in their retirement and legacy planning.

Session Focus:

PIMCO market perspectives

Personal insurance strategies

Six-figure case examples

Executive benefits

Topics Include:

• Perspectives on the current investment climate and overall economy from PIMCO
• Personal insurance strategies that offer a balance between the need for certainty and market performance.
• Planning ideas that have led to multiple six-figure insurance sales throughout 2026.
• Executive Benefits solutions that deliver valuable term or permanent protection in the business market on a guaranteed issue basis for groups as small as ten individuals.

The event will conclude with a brief Q&A session.