The Advanced Designs Unit (ADU) is a group of 7 life insurance and tax experts specialized in advanced planning concepts involving life insurance such as estate planning, business succession planning, executive compensation, charitable planning, split dollar, premium financing, and qualified plans. They thrive on finding solutions to the most complex life insurance cases and are here for you.
Contact ADU at (800) 800-7681, ext. 3690 or at Advanced Designs@PacificLife.com to get your complex life insurance case questions answered.
"The Advanced Designs team at Pacific Life is one of my 'go-to' resources. When I'm looking for answers to difficult life insurance questions, I know they'll have the answer."
Lorrie Baldevia, Chief Operating Officer AssuredPartners MCM
Lorrie Baldevia and Assurance Partners MCM are not affiliated with Pacific Life.
Our Team
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Monica Rhee
JD, LLM
ADU Leader, Assistant Vice President, Advanced Designs
Monica received her bachelor’s degrees in biology and environmental analysis and design from the University of California, Irvine, her Juris Doctor (JD) from Loyola Law School, and her Master of Laws (LLM) degree in Taxation from Chapman University School of Law. Monica is a member of the State Bar of California.
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Stephen Alloy
JD, MBA, CLU®, ChFC®, MSFS
Advanced Designs Field Director
Stephen received his bachelor’s degree from the University of Iowa, juris doctor from Loyola University Chicago School of Law, MBA from J.L. Kellogg Graduate School of Management at Northwestern University, and Master of Science in Financial Services (MSFS) from The American College. He served as a member of the LIMRA Advanced Sales Committee for 10 years, and he holds Series 7, Series 63, Series 65, Series 26, and life, health, and property and casualty insurance licenses.
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David Boekeloo
JD, MST, CFP, CLU®, ChFC®, AEP®
Advanced Planning Director
David received his Bachelor’s degree from Spring Arbor College, his Juris Doctor (JD) from University of Toledo, and his Master of Science in Taxation (MST) from Grand Valley State University. He holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College. He has also received his Certified Financial Planner professional designation from the Certified Financial Planner Board of Standards. He was awarded the Accredited Estate Planner (AEP®) designation from the National Association of Estate.
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Chris Layeux
MBA, CLU®, ChFC®
Complex Case Consultant, Advanced Designs
Chris earned his bachelor’s degree in business administration with a specialization in marketing from the Marquette University and his Master of Business Administration from Thomas College. He holds the Chartered Life Underwriter (CLU®) and the Chartered Financial Consultant (ChFC®) designations from The American College of Financial Services.
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Rogel Lunaria
MBA, CLU®, ChFC®
Senior Complex Case Analyst, Advanced Designs
Rogel received his Bachelor of Science in Human Ecology from the University of the Philippines and his Master of Business Administration from the University of Phoenix. He holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College of Financial Services. He also holds Series 6, Series 63, and California Life and Health licenses.
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Bret Riddle
JD, MBA
Senior Analyst, Advanced Designs
Bret received his bachelor’s degree from the University of San Diego, and his Master of Business Administration (MBA) and Juris Doctor (JD) from the University of Kansas. Bret is a member of the State Bar of Missouri and is registered in-house counsel with the State Bar of California.
We’re here to help with your complex life insurance cases!
Why Work With ADU?
Leverage Our Expertise
Connect with the ADU to discuss your life insurance cases.
Learn and Earn
Attend our webinars on various advanced sales strategies and earn continuing education credits.
Gain Direct Access
Financial professionals* and advisors can call or email ADU directly with technical questions.
Grow Your Network
Nurture your relationship with advisors and third-party administrators by providing valuable planning ideas, materials, and access to a special series of quarterly webinars.
Obtain Sales Ideas
Be inspired by new concepts or sales ideas from our advanced designs brochures, pocket guides, presentations, and more.
* In order to sell life insurance a financial professional must be a properly licensed and appointed life insurance producer.
The primary purpose of life insurance is to provide death benefit protection in the event of the insured’s death.
Life insurance is subject to underwriting and approval of the application and will incur monthly policy charges.
All guarantees and benefits of the insurance policy are subject to the claims-paying ability of the issuing insurance company. They are not backed by the broker-dealer and/or insurance agency selling the policy, or any affiliates of those entities other than the issuing company affiliates, and none makes any representations or guarantees regarding the claims-paying ability of the issuer.