Welcome, we're glad you're here! We created this site to help you place your first life insurance case with Pacific Life. Consider bookmarking it so you can return more easily.
WFG Training Center
On-Demand Training
Step 1
Learn the Basics of Working With Pacific Life
Getting Started with Pacific Life
Learn tips and tricks for getting appointed, submitting applications in good order, how to manage your business with Planned Performance Tracking, and how to get help if you need it.
Have more questions? Join us for a live training!
On-Demand Training
Step 2
Learn How to Illustrate Cases
How to use Navigator, Pacific Life's Illustration Software
Pacific Life's dedicated case designers employ illustration best practices to demonstrate how to design cases and deliver the most value to your clients using our Navigator illustration software.
Have more questions? Join us for a live training!
On-Demand Training
Step 3
Learn How to Submit Appliucations
How to Apply with eApp
Our E-Application (eAPP) is the fastest and most convenient way to submit applications in good order. Learn how in this short video.
Resource Guide
Step 4
Find Your Dedicated Pacific Life Representative
Meet Your Team
Need help with an illustration? Have a question about underwriting? Your WFG New Business Case Manager Team is here to help guide you through every step of the sales process. Download the territory map to identify your go-to resource.
Step 5
Explore Our On-Demand Training Resources
Take the next step in your journey toward building your life insurance business with this selection of resources curated just for you.
Webinars
Join Us for Live Weekly Webinars
You're invited to attend live webinars, held Monday through Thursday, including a featured monthly topic that is exclusive to World Financial Group members. Register to see available dates and watch for new topics!
For Clients / Why Pacific Life
The Pacific Life Experience
Why make Pacific Life your carrier of choice? For more than 150 years, our policyowners have trusted Pacific Life to protect what matters most to them. Discover some of the ways we show our commitment to your clients and your business.
Sales Concepts
Case Study: The Missing Asset #1
Are your clients missing a key asset in their retirement plans? Learn how cash value life insurance might help.
Sales Concepts
Make, Bake, Take Financial Professional Training Video
This "Make Bake Take" FP training video is a simple way to understand how Life Insurance for Retirement Planning works
Sales Concepts
Case Study: The Missing Asset Market #2
Are your clients missing a key asset in their retirement plans? Learn how cash value life insurance might help.
Do You Have a Client in Mind or a Question Not Answered Above?
Contact your Pacific Life team. We’re here to help you succeed.
Financial Ratings and Service Awards
Leader
Awarded Best Life Insurance Company by Forbes Advisor 3 Years in a Row in 2020, 2021 & 20221
Strong
Strong Financial Strength Composite Score, COMDEX 94 out of 1002 — Top 6% of Life Insurance Carriers with Ratings from 4 Independent Rating Agencies3
Ethical
Named One of the World's Most Ethical Companies by Ethisphere Institute 9 Years in a Row4
1 Forbes Advisor “Best Life Insurance Companies 2022”: Published 1/11/22. Forbes Advisor is not an affiliated company of Pacific Life Insurance Company.
2 The COMDEX is a composite score of the four independent raters of financial strength (A.M. Best, Fitch, Moody’s, and Standard & Poor’s). The COMDEX rates life insurance companies on a scale of 0 to 100, with 100 being the highest rating. As of August 1, 2024. For current ratings, visit www.PacificLife.com. COMDEX is not an affiliated company of Pacific Life Insurance Company.
3 VitalSales Suite, a product of EbixExchange. As of August 1, 2024. EbixExchange is not an affiliated company of Pacific Life Insurance Company.
4 Ethisphere Institute named Pacific Life one of 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, and 2026 World’s Most Ethical Companies based on its compliance and ethics program, corporate citizenship, culture of ethics, corporate governance, and leadership, innovation, and reputation: Press Release
World Financial Group (WFG) is not an affiliated company of Pacific Life Insurance Company.
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. In general, additional premium is required to continue coverage of the policy. Policy may lapse if premium is insufficient to continue.
Pacific Life, its affiliates, their distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor or attorney.