On this episode of the LIFE Podcast, Sherri Wiseman who leads Pacific Life’s AMAZING Meeting and Events Marketing Team joins Bill to discuss a wide variety of topics including the 2023 Leaders Conference, future plans for the Educational Symposium and what makes Pacific Life Events so special. Additionally, at the end of the podcast, Bill checks in from BBQ Heaven.

In this episode of The Life Podcast, Bill has the honor of interviewing Pacific Life Insurance Company's new Chief Underwriter, Susan Ghalili. Bill and Susan have a fascinating conversation regarding how COVID-19 has changed life insurance underwriting, the rapid development of accelerated underwriting programs, and most importantly, why the best Chief Underwriter in the business decided to join the Pacific Life team.

For this episode of the Life Podcast, the guys welcome long-time life insurance producer Frank Seneco to the show for a conversation about the wealth transfer planning marketplace. Tax reform and COVID-19 have made life insurance planning even more interesting, and Frank shares insights from his practice. And he finally clears up the ongoing debate about where the best pizza in the northeast comes from--New York or Connecticut?

Frank Seneco is not affiliated with Pacific Life Insurance Company.

As Stephan wanders the desert in search of the world’s tallest thermometer (it’s in Baker, CA), Bill welcomes Michael Rothman from Succession Capital Alliance (SCA) to discuss what makes for a successful premium financing arrangement. Among the premium financing related topics covered: who are good candidates, what are the potential benefits and pitfalls, and the potential impact of rising interest rates. Most importantly, Michael and Bill share why a premium financing case that requires premium financing isn’t a premium financing case.

Succession Capital Alliance (SCA) is not an affiliated company of Pacific Life Insurance Company.

The guys are joined by Jim Morris and Darryl Button, respectively the retiring and incoming CEOs of Pacific Life. Among the many topics discussed, they talk about what makes Pacific Life a great company, running a life insurance company through a global pandemic, the proper pronunciation of the word Eagles and what makes a Canadian actuary learn to surf.

The guys are joined by Jim Morris and Darryl Button, respectively the retiring and incoming CEOs of Pacific Life. Among the many topics discussed, they talk about what makes Pacific Life a great company, running a life insurance company through a global pandemic, the proper pronunciation of the word Eagles and what makes a Canadian actuary learn to surf.

Bill is joined by Scott McHenry from McHenry Advisors to discuss the benefits and challenges associated with cash balance defined benefit plans. During the conversation, Bill and Scott discuss the types of businesses that are good candidates for such plans, how life insurance fits in and out of these plans, and

why we are in the middle of tax mulligan season.

In Stephan’s absence (he was off celebrating yet another Rams victory), Bill invited two of his team members from the ADU, Monica Rhee and Lindsay Cigler, as guests for this episode of The Life Podcast. They discussed topics such as; potential tax reform, battling the great resignation, what is on tap for 2022, and the Biz website which can be visited at lifeinsurance.pacificlife.com/biz.

Jennifer Swazo, AVP of Underwriting Innovation, joins Stephan to talk all about Pacific Life’s exciting new program, Pacific Accelerated Life (Bill was at a rock concert during the recording). The program provides an accelerated or frictionless underwriting experience for many of our life insurance products at certain ages and face amounts.

In celebration of The Life Podcast’s 5th anniversary, the guys look back over some of their fondest memories as podcast hosts. Then, PL, Chief Distribution Officer, Greg Reber joins to discuss the changing face of life insurance distribution and what Pacific Life is doing to improve our customer experience.