Status Room™

StatusRoom is a web application designed to help you increase production and efficiency as a financial representative with Pacific Advisors.  StatusRoom provides dynamically updated statistics of new business forecasting, production, application, underwriting, and compensation while also providing you historic and predictive production information that helps you assess your performance to close each month and year on target with your personal goals. Whether you wish to check your applications in underwriting, track your performance against your historic bests, or set new standards for yourself, StatusRoom is accessible 24 hours a day, seven days a week.

Enterprise Marketing

Pacific Advisors provides our CORE Field Representatives with a wide range of professionally designed, ready-to-personalize marketing materials and processes. Our proprietary branding and strategically designed narratives are interwoven throughout all our marketing systems to provide you consistent results and professional presentation.  We provide you with everything from Advisor-to-Client introduction literature, presentation folders, cards, individualized profile sheets, print and e-mail collateral, presentations, and a personalized website to promote to your clients with content updated monthly to keep client conversations topics fresh and ongoing.

The Living Balance Sheet®

Differentiate yourself from the competition with The Living Balance Sheet’s® unique features.  Pacific Advisors is an authorized user of The Living Balance Sheet®, a proprietary platform that provides financial information to demonstrate the value of insurance to help clients achieve their financial objectives.   With The Living Balance Sheet® you have the opportunity to provide your clients a comprehensive financial overview and document your discussions and planing strategies in one easy-to-access location. The Living Balance Sheet® also helps you collect and organize client data, showcase current insurance products and strategies, present protection analysis and make recommendations quickly and easily.

The Advanced Practice Network

The Advanced Practice Network (APN) creates and supports top producers in the professional, business, advanced, and charitable markets. APN members have access to superior tools, education, and marketing strategies in the professional, business, charitable, and advanced markets. By bringing top performers together, and providing exclusive presentations, narratives, and advisor-to-client marketing resources we enable you, and the professionals that support you, to benefit from state-of-the-art knowledge and learn from one another.

Enterprise Training & Education

Pacific Advisors provides all of our CORE Field Representatives with an unparalleled level of ongoing education and training.  With over 120 training webinars each year, advisors can sit at their desk and learn from top producers in our firm and around the country every week.  Pacific Advisors attracts some of the best trainers, producers, and speakers from around the country to personally produce in-person training events throughout the year.  Pacific Advisors also holds an annual event, dubbed Pacific Advisors University (PAU), as an opportunity to bring together all the advisors, management, and staff into one place for education, celebration and tradition building each summer. 

Product Line Specialist

Being the best help to clients often times involves complexities that no one person can expect to master on their own.  That's why Pacific Advisors has a deep bench of regional support specialists, product line specialists, mentors, and advisor colleagues to assure the most effective outcomes for your career and cases.  Whether you wish to host a CE Credited event where you invite CPA's, need a product specialist to help with the nuances of product and underwriting specifications, wish to discuss best practices in client presentations, or would like to have the latest legislative analysis affecting our industry - we have a full breadth of pre-case, client presentations, and case follow-up support at your access.

___________________________________________________________

For more information about our unaparalleled support, contact our Career Relations Specialist.