Podcasts about Pacific Life

Listen to Bill as he interviews Carlan, one of the Life Insurance Industry's top executives! Carlan has been innovating and cultivating new relationships, tools, and platforms for over 31 years. Carlan's wealth of knowledge helps her create additional value for her customers in business development, recruitment, and implementation of Brokerage General Agencies and Independent Marketing Organizations! Also, this podcast episode features time management and business optimization strategies that you can implement into your practice immediately! Carlan's Bio: Carlan W. Snipes is a Field Vice President for the Broad Market distribution channel covering the Southeast region. She has over 31 years in the Financial Services Industry and provides unmatched expertise in expanding the sale of life insurance products.  Carlan's wealth of knowledge helps her create additional value for her customers in business development, recruitment, and implementation of Brokerage General Agencies and Independent Marketing Organizations. Carlan was first recruited to First Colony Life after graduating from Virginia Tech. She advanced her career in positions such as Customer Service Representative, Case Manager, Internal & External Wholesaler, Product Specialist, and Regional Vice President with GE Financial and Genworth. She spent 22 years with Genworth marketing Life Insurance, Annuities, and Linked Benefit products to Independent Brokerage before joining Pacific Life in 2017. Carlan received her Bachelor of Arts degree in Political Science from Virginia Polytechnic Institute and State University (Virginia Tech). She has also obtained the Fellow, Life Management Institute (FLMI), Certified Structured Settlement Consultant (CSSC), and Certified Long-Term Care (CLTC) designations.  Carlan also holds her FINRA Series 6 and VA Life and Health license. Carlan's Acheivements:  Summit Award Winner 2020, 2022, 2023, & 2024 (to win this award, you must achieve 105% or more of your sales goal) Circle of Excellence Winner 2020, 2022, 2023 & 2024 (to win you must achieve 110% or more of sales goal, in 2024 I was 121% to goal) Standford Award Winner 2020 achieved the highest percentage to goal on my team Chairman's Award Winner 2022 achieved the highest percent to goal on my team (PL renamed this award in 2021 when are CEO retired) Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com YouTube Library: @thelevinson1

How can HR lead transformations that stick? Why are “soft skills” the new “power skills”?My guest on this episode is Laura Cushing, Chief People Experience Officer, Pacific LifeDuring our conversation Laura and I discuss:Why HR leaders need to be “comfortable, being uncomfortable” and how it can accelerate your career.How HR can play a critical role in defining the “from/to” of organizational transformation and drive business performance.How HR can utilize strategic workforce planning to create value and impact. Why she calls influence and other so-called “soft skills” true “power skills” that will define the future of work—especially in the age of AI.Connecting with Laura: Connect with Laura Cushing on LinkedInEpisode Sponsor: Next-Gen HR Accelerator - Learn more about this best-in-class leadership development program for next-gen HR leadersHR Leader's Blueprint - 18 pages of real-world advice from 100+ HR thought leaders. Simple, actionable, and proven strategies to advance your career.Succession Planning Playbook: In this focused 1-page resource, I cut through the noise to give you the vital elements that define what “great” succession planning looks like.

What does it mean to be a "Next-Gen Disruptor" in HR?Find out in this special episode of "Future of HR" podcast where I'm introducing our new series called "Next-Gen Disruptors!”This series focuses on next-gen HR leaders who are making a difference in their organizations with their innovative approaches to talent and their impressive results.Today, we are fortunate to have three next-gen HR leaders sharing the great work they are doing in talent acquisition and learning & development. Here's what you'll learn in this episode:"How Agile Transformed Talent Acquisition at Pacific Life" - with Jennifer Van Iersel, Global Head of Talent Acquisition, Pacific Life"How Keeping L&D Simple, Fun, and Relevant Drives Frontline Engagement" - with Joshua Remerowski, VP Learning & Development, SRS Distribution"How Providence Recruited 5K+ Boomerang Hires in Two Years" - with Peter Price, Senior Manager of Talent Acquisition Brand and Marketing at Providence Health SystemConnecting with Jennifer, Joshua, or Peter: Connect with Peter Price on LinkedInConnect with Joshua Remerowski on LinkedInConnect with Jennifer Van Iersel on LinkedInEpisode Sponsor: Next-Gen HR Accelerator - Learn more about this best-in-class leadership development program for next-gen HR leadersElevate 2025 - Learn more about this once a year, 3-week virtual program focused on taking your strategic capabilities and business impact to the next level with 16 interactive sessions led by 18 HR thought leaders.HR Leader's Blueprint - 18 pages of real-world advice from 100+ HR thought leaders. Simple, actionable, and proven strategies to advance your career.Succession Planning Playbook: In this focused 1-page resource, I cut through the noise to give you the vital elements that define what “great” succession planning looks like.

This week, Amy Arnett talks with Bret Riddle, Senior Advanced Design Analyst at Pacific Life. They discuss maximizing the federal estate tax exemption, current legislation, and how high-net-worth individuals can take advantage of temporary doubled exemptions before the Sunset Rule in 2026. They also explore advanced planning tools like spousal lifetime access trusts (SLAT) and the role of life insurance in wealth transfer. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

Send us a textWelcome to this episode of the Business Karaoke Podcast, where we delve into the transformative world of design thinking and change management with Ryan Hart, a seasoned expert in customer experience and innovation. Ryan's journey spans multiple industries and continents, bringing a wealth of knowledge from his work with global giants like PwC, HSBC, and Pacific Life. In this episode, Ryan shares his insights on how organizations can successfully navigate the complex landscape of innovation by reframing problems, empathizing with users, and fostering both top-down and grassroots change. Whether you're a leader seeking to drive organizational transformation or an individual aiming to make an impact from within, Ryan's practical advice and compelling stories offer invaluable guidance. Join us for an engaging conversation that uncovers the secrets to unlocking innovation and achieving lasting success in today's fast-paced business world. Don't miss out on these powerful lessons that could change the way you approach business challenges!Key Points and Takeaways✨ Reframing Problems for InnovationKey Point: Organizations often focus on solving the wrong problems due to misidentified issues.Takeaway: Start by reframing the problem to understand the core issues, often through customer research and usability testing, to drive innovation effectively.✨ Importance of Customer-Centric DesignKey Point: Empathizing with user needs is essential for successful change management and design thinking initiatives.Takeaway: Conduct deep research to understand customer and employee needs, ensuring that solutions are aligned with their expectations.✨ The Role of Change Management in Design ThinkingKey Point: Change management is integral to implementing design thinking and innovation strategies.Takeaway: Approach change as a collaborative process, involving stakeholders at all levels to ensure initiatives are adopted and sustained.✨ Challenges and Opportunities in TransformationKey Point: Transformation efforts must consider organizational maturity and readiness for change.Takeaway: Be aware of the "frozen middle" in organizations and work to engage all employees in the change process.✨ Balancing Leadership and Grassroots InitiativesKey Point: Successful change requires both top-down and grassroots support.Takeaway: Encourage leadership to be accessible and foster grassroots initiatives that empower employees to drive change.Five Key Quotes from Ryan Hart"Reframing the problem is often the first step in truly understanding the core issues organizations face.""Empathy is at the heart of successful design thinking and change management; without it, initiatives often fail to resonate.""You can't change the direction of an oil tanker on a dime; transformation takes time and commitment.""Grassroots initiatives, driven by passionate employees, can be just as powerful as top-down strategies in driving change.""Always keep an eye on the needs of the customer; they will guide you toward the right direction."Connect with Ryan here.

In this inspiring episode, we sit down with Kim Scouller, co-author of HowMoneyWorks for Women, and Dawn Behnke, Executive Vice President Consumer Markets at Pacific Life, celebrating Women's History Month and explore her remarkable journey in the financial services industry. With over 35 years of experience, Dawn shares her unique, non-traditional path to leadership, highlighting the pivotal roles of mentorship, resilience, and embracing opportunities in shaping her career. She passionately advocates for financial services as a powerful career choice for women, emphasizing the diverse roles available and the profound impact one can have on communities and individual lives. Dawn also addresses the challenges and opportunities for women in the corporate world, from navigating the gender pay gap to the importance of financial literacy and work-life balance. This episode is a must-listen for anyone looking to be inspired by a story of growth, leadership, and the enduring power of making a difference.

Pacific Life Insurance Company v. Katie Blevins

For this episode of the life podcast, Andrea Brandon, Director of Value-Add Marketing for the Consumers Markets Division at Pacific Life covers the events that punctuated 2023 from a macroeconomic, insurance industry, and Pacific Life perspective. Financial professionals can learn how where they've been affects where they're going in 2024 and beyond.

For this episode of the life podcast, Andrea Brandon, Director of Value-Add Marketing for the Consumers Markets Division at Pacific Life dives into practical advice with Amy Florian, CEO of Corgenius and an expert in life transition. Financial professionals can learn tips for dealing with difficult conversations that arise around grief, death, and life transitions. Amy Florian and Corgenius are not affiliated with Pacific Life Insurance Company. Looking to learn more from Amy? Be sure to register for our live Whalecast webinar scheduled for October 10th at 9am PST. Click here to register.

It is well known that public perception of post-secondary education is at an all-time low, as politics, rising tuition, and higher student debt is saddling students and graduates with more stress. And, despite reports showing that people with student debt can negatively affect society, the Supreme Court recently ruled that the $1.7 trillion in student debt cannot be forgiven despite what the HEA clearly states in the statutes.   Research shows that students who must incur debt to attend college have lower GPAs, more health issues both before and after graduation, are less likely to buy a house, will get married and have children later in life, are less likely to start a business, and are less entrepreneurial. The problems are real and are affecting society as we know it.   In his latest podcast episode, Dr. Drumm McNaughton speaks with economist and investment manager David Linton about his findings from his upcoming book, Crushed: How Student Debt Has Impaired a Generation and What to Do About It. David shares how much the cost of education has risen from 1969 to 2020, why most college and university managers plan to budget, why this doesn't help address the problem, and what higher ed can do to improve this.   Podcast Highlights   §  The cost of higher ed in terms of percentage of household income has risen dramatically in the past 50 years. In 1969, the cost of public college education was $1,545 per year, 19% of the median household income. In 2020, it was just under $29,000, or 42% of the median household income. That's about two and a half times more expensive as a function of household income. On an inflation-adjusted metric from 1969 to 2020, it's between 3 ½ - 4 times as expensive. In other words, the cost of four years in 1969 was the same as that of one year in 2020.   §  A driving force behind this rise in tuition is that some administrators and presidents prioritize rankings and performing well vis-à a-vie their competitors. They know what colleges the other students are applying to and want to ensure their students have a similar or better college experience, including more physical and mental health services, nicer campus facilities, larger research departments, more public services for the community, and other ancillary services. There are also more administrators per student than before.   §  Another theory as to why tuition is so high is because state support has dropped from 50-70% of the tuition a student pays to around 12%. However, in 2017, Professor Douglas Webber of Temple University roughly found that for every $1,000 in state budget cuts, students pay an extra $300 – $315 more per year in tuition and fees. This addresses only 30% of the problem.   §  Adding to the rising tuition costs, most administrators discuss expanding departments or hiring new faculty versus cost-cutting and reducing tuition—many plan to construct a new building once a year or every other year. Very few or no administrators say that one of their top five priorities is to adopt the Six Sigma approach, which involves constantly getting incrementally better over a very long period. This can include delivering the same quality education or same quality experience but with 2% fewer resources every single year. Higher ed leaders respond, “No, we have a budgeting process, and each department has to fit within their budget.” John Katzman, who founded Princeton Review, says up to a third of overall university expenses could eventually be cut without damaging the education experience.   §  One solution to rising tuition costs would be that a large consortium of schools, e.g., PAC-12 schools or all Midwest liberal arts schools that happen to compete with one another, should announce they are not going to raise tuition by more than inflation each year for the next ten years. These savings could go back to the school departments to figure out how to do more with less every year.   §  Higher ed presidents need to know the average debt per student upon graduation and the degree to which they've been able to pay it off in five or ten years. If they don't, the first step is to figure out what that is. Boards need to establish the objective. If boards discover that 30%, 40%, or 50% of students ten years out cannot repay their debt, one objective can be for the president to improve that somehow.   §  Campuses must identify if certain types of students cannot pay, specific academic thresholds that make it unlikely for students to graduate, or more likely to take on more debt if they don't cross them. Also, if there are certain areas of study where students are more or less successful when repaying their debts or not having debt. Then, institutions must establish a clear objective. For example, possible goals could include that within five years, graduates' student debt delinquency rate will drop from 20% to 10%, the graduation rate will increase from 70% to 80%, or the debt upon graduation will decrease from $30k to $20k.   §  Cust-cutting must be included in prioritization. Most schools have an annual or semi-annual process whereby they look at objectives, whether it's new facilities for staff or a department, and then rank them in order. But cost-cutting is rarely ranked in the top five. Reducing tuition and cost-cutting doesn't have to be dramatic. It can be to freeze, maintain, or have budgets increase at inflation, minus 1%, every year and then force the department heads to figure out a way to work within that framework.   §  Bring in a consultant or have faculty figure out ways to increase revenue without raising tuition. Identify where the campus is getting other resources if they are selling their services to other areas, utilizing their facilities and research more efficiently, or partnering with other businesses.     Read the transcript →   About Our Podcast Guest   David E. Linton is an author and economist.  A former adjunct professor at the University of Southern California's Marshall School of Business, he taught Investment Analysis and Portfolio Management.  His first book, Foundations of Investment Management, has become a mainstay among aspiring professionals who want to bridge the gap between an academic understanding and the practical application of investment management strategies.    Mr. Linton's second book, Crushed, was researched and written after his tenure as a professor at USC.  While wondering about the beautiful campuses of USC, University of Chicago, UT Austin, and several others, Mr. Linton couldn't help but wonder: why are college campuses so nice?  Why is college so expensive?  How can I possibly afford to send my three kids to college?  Is a college degree even worth it?  And how can I balance what's in the best interest of my kids without mortgaging their (and my) future?   If you want to know the answers to these questions – don't do what Mr. Linton did, which is spend the next two years and ~2,000 hours researching the topic.  Just read the book.  It's a better return on time.   Mr. Linton works at a multinational technology firm managing corporate and customer cash when he's not teaching or researching.  He is a seasoned economist and asset manager, previously working as the Director of Portfolio Construction and Manager Research at Pacific Life and a Vice President and Portfolio Manager at PIMCO.  Mr. Linton is a CFA® charter holder, has a BS in Business Administration from the University of Southern California, graduating magna cum laude, and an MBA from the University of Chicago Booth School of Business, graduating with honors.  He enjoys reading with his oldest child, playing chess with his middle child, and wrestling with his youngest child.  He thinks they enjoy those activities, too.   About the Host   Dr. Drumm McNaughton, the host of Changing Higher Ed®, is a consultant to higher ed institutions in governance, accreditation, strategy and change, and mergers. To learn more about his services and other thought leadership pieces, visit his firm's website, https://changinghighered.com/.   The Change Leader's Social Media Links   LinkedIn: https://www.linkedin.com/in/drdrumm/ Twitter: @thechangeldr Email: podcast@changinghighered.com   #studentdebt #crushed #HEA

Failure of Proposed Insured Stay Alive Until Policy Delivered Costs Fiance Almost $5 Million On January 27, 2021, Dr. Travis Richardson completed an application for an individual life insurance policy with Pacific Life seeking $4,816,949.00 in coverage. Blevins was Dr. Richardson's fiancé and was listed as the primary beneficiary of the policy. Lamar Breshears was the insurance agent for Pacific Life. Champion Agency (“Champion”) handled details. Dr. Richardson died unexpectedly before the policy was delivered and the insurer refused to pay. In Pacific Life Insurance Company v. Katie Blevins, No. 3:21-CV-00143 JM, United States District Court, E.D. Arkansas, Northern Division (June 15, 2023} the USDC resolved the claim of the beneficiary. FACTS On February 1, 2021, Champion transmitted Dr. Richardson's application to Pacific Life with the instructions to process the application and to mail the policy to Champion at its office in Albuquerque, New Mexico. Pacific Life received Dr. Richardson's application on February 2, 2021. On March 11, 2021, Pacific Life's underwriting department approved Dr. Richardson for Policy and the initial monthly premium of $16,668.68 was paid. On March 12, 2021, Dr. Richardson emailed Breshears and asked him when the policy was active. Breshears responded the same day, stating, “Today. If you were to die today, the policy would pay out a death benefit.” Breshears was wrong because Dr. Richardson died unexpectedly on March 14, 2021. The physical policy was received by Champion March 15, 2021. Pacific Life refunded the initial premium payment on March 25, 2021, taking the position that the policy was not “in force” at the time of Dr. Richardson's death because it had not been “delivered” as required by the application and policy. ANALYSIS It was undisputed that delivery of the policy was a valid condition precedent to Blevins being entitled to receive payment under the policy. The application states that: “[c]overage will take effect when the Policy is delivered and the entire first premium is paid only if at that time each Proposed Insured is alive, and all answers in this Application are still true and complete.” (emphasis added.). The policy, which incorporates the application, states that a Policy is in effect and provides a Death Benefit on the Insured on the date the Policy and associated riders become effective. The Policy Date for this policy was March 11, 2021 a date before Dr. Richardson died. The fact that the challenged terms are not defined does not make them vague and ambiguous. Breshears testified that he understood delivery of the policy to mean “physically sending the policy to the client,” and that a “hundred percent of his policies have been delivered by paper.” Pacific Life has established that it physically mailed the policy to Champion pursuant to the instructions it received with the transmittal of Dr. Richardson's application. Included with the mailed policy were a delivery receipt and an amendment to the application to correct minor inaccuracies. Blevins did not establish that there is a genuine issue of material fact on the issue of constructive delivery of the policy. The Court has no doubt that Dr. Richardson, Breshears, and Blevins believed that Dr. Richardson was covered under the policy as of March 11, 2021. However,  Pacific Life's motion for summary judgment  was granted. ZALMA OPINION People buy life insurance because they recognize that life is a disease from which all humans suffer. We all, eventually, die. Dr. Richardson wanted to protect his fiance and applied for a life insurance policy that he expected to have for many years only to die before the policy was delivered to him. Insurance policies must be read as a whole. In this case, the policy never came into effect because he was not alive when the policy was delivered. A sad result but on its face a correct decision. --- Support this podcast: https://podcasters.spotify.com/pod/show/barry-zalma/support

As the first General Counsel of M Financial Group, Cheryl Tobin oversees all legal, corporate compliance and corporate governance matters for the company. She is also responsible for strengthening M's government affairs capabilities. Here, in conversation with host MC Sungaila, Cheryl takes us across her interesting career journey—from law school to the insurance industry, and a longstanding in-house role at market leader Pacific Life. She shares the many opportunities that helped her grow professionally, including taking on a new role building an in-house legal department.

Legendary producer and all around great guy Joel Solomon joined the guys at last year's Total Solution Forum for this lively chat. Among the topics discussed during their discussion were; planning for taxes on retirement income distributions, why Joel has worked with Pacific Life for more than 40 years and what being a Vanguard means.

Keeping with our discussion of cash balance plans, David Rosuck, RVP in Chicago for Pacific Life, brings the carrier's point of view to using these plans for client. David covers: • The way to use a cash balance plan as a “tax mulligan” giving your clients a tax “do-over” • How the Secure Act makes the cash balance plan easier to implement • Conversations that you should be having with CPAs and clients

By Davy Crockett You can read, listen, or watch Read the full story of Frank Hart in my new book: Frank Hart: The First Black Ultrarunning Star Frank Hart's life in 1883 was at a low point. He had squandered his riches and damaged his reputation as a professional pedestrian. He was viewed as being hot-headed, undisciplined, and a womanizer. His wife and children were no longer being mentioned as being a part of his life and by then were likely gone. Many people had tried to help him, even his original mentor, Daniel O'Leary, who called him “ungrateful.” Trainers did not last long working with him. Hart was no longer referred to by the flattering title of “Black Dan.” Certainly, some of the criticism against him was because of racial stereotypes, which he fought hard against. He wanted to regain the glory and fame he had felt in previous years. To make things worse, he had a young woman, Frances “Fanny” C. Nixon, arrested, accusing her of stealing a diamond ring from him valued at $526. The press was quick to point out that a black man was accusing a white woman, unheard of at the time. She had met him at his 1880 world record race at Madison Square Garden and they developed a relationship. He claimed that the night before he left for England in 1881, she had stolen the ring from his vest pocket. She countered that he had given it to her as a gift before he left. She admitted that she later sold it to a pawnbroker for $250. The court released her on bail and apparently the case was soon dismissed or settled. California Here Hart Comes On November 8, 1883, Hart left Boston to travel to California for the first time. Money in pedestrian contests was becoming harder to find, and it was hoped that the West Coast would deliver. He was invited to compete in a six-day race in San Francisco with O'Leary, and two Californians, Charles A. Harriman, and Peter McIntyre, in what was called a “four-cornered” match. The East Coast team's miles would go against the West Coast team. They put in a rule against any “hustle, push, impedance, or interruption with any other contestant” because of Hart's known aggressive conduct in races. Hart Gives a False Identity Hart received a grand reception in California and became an instant celebrity. San Francisco wrote, “Hart, the negro pedestrian, is coming to this city. He will be given a reception by the colored people.” He was met at the ferry landing by a band and escorted to the Pacific Life newspaper rooms, where he was given a banquet. But Hart, wanting even more attention, characterized himself as a wealthy lawyer. An article was printed stating that he was a member of the Boston Bar. “Owing to an unfortunate stutter, Hart is a poor pleader, but his opinions on legal matters are so sought for that he is able to hire a pleader to present his ideas in court.” The lawyer news surprised the Boston Globe, and it implied that the claim was fiction. He also stretched the truth of his recent six-day accomplishments, claiming that he held the current world record. The New York Sportsman got wind of Hart's “lawyer profession,” claim, and a correction was later printed in a San Francisco newspaper. The New York editor wrote, “Hart may be a great lawyer–we have never heard him plead for other than a release from a creditor. Before reading the story of Hart's great ability as a lawyer, we thought his fame rested chiefly on his reputation as a pedestrian and a masher (a man who chases after women).” California Four-Cornered Six-day Race Mechanic's Pavilion The San Francisco Four-Cornered race began right after midnight on Nov 21, 1883, in Mechanics' Pavilion. At the end of day four, the match was tight. Hart had a one-mile lead with 370 miles and his team score with O'Leary led by only five miles. A gossip paper wrote, “Hart has nearly all the time from two to a half-dozen white female visitors in his tent, and on the track,

On today's episode, we welcome Rob Horrobin to the show. Rob is Pacific Life's AVP of Data Science where he leads the Advanced Analytics Center of Enablement. You'll hear Rob and Evan discuss the Center of Enablement and how it supports data science efforts across the organization. Rob describes their "Do-Partner-Support" strategy, which governs how they support internal clients while also creating possibilities for true transformation. We'll also hear about the intersection between actuarial science, data science, and engineering, as well as the importance of varied skill sets and backgrounds in data science professions. Rob and Evan end by exploring the future paths of analytics capabilities. Key Takeaways:  

Adrian Griggs, Pacific Life COO, stopped by to chat with the guys during the Total Solution Forum in Huntington Beach.  Stephan and Bill talked with Adrian about the upcoming merger between the life insurance and retirement solutions divisions, financial matters (Adrian was at one time Pacific Life's CFO) and why it is silly to go to college anywhere other than the University of California at Santa Barbara (Go Gauchos!!!).

Dawn Behnke, EVP and Head of Pacific Life's New Consumer Markets Division, joins the guys to discuss why Pacific Life decided to merge its Life Insurance and Retirement Solutions Divisions. Some of the topics discussed include what this will mean for our financial professionals, how the merger will shape product development in the future and most importantly, what this means for the future of The Life Podcast.

As Stephan sets the record for longest time ever driving between San Diego and Orange Counties, Bill is joined by Sherri Wiseman who leads Pacific Life's AMAZING Meeting and Events Marketing Team. Bill and Sherri 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.

Orian Williams, JD, LL.M, CFP® joins today's show. We discuss:Receiving the 2022 Rising Star award presented by the Association for Wholesaling DiversityHow his law background helps him serve RIA's on tax resources/educationHow family life has influenced his work habits...and contributes to success in the fieldhttps://www.linkedin.com/in/korianwilliams/

Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Kristen McGarry CRPC, Pacific Life

An individual 401k, Solo K, or Individual k, is a 401k plan specifically designed for small business owners who have no employees. Listen to this interview with Kristen McGarry CRPC from Pacific Life.

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.

More Interested, Not More Interesting (ft. Sherri Wiseman, Pacific Life)The unconventional wisdom of Sherri WisemanOPENING QUOTE:“One of the very first things I learned is, you can't be rigid in this industry. Things are going to change. You need to roll with the punches. It's not going to stay exactly like you planned it. It's going to change. And it does constantly.” -Sherri WisemanGUEST BIO:Sherri Wiseman is the Assistant Vice President responsible for meeting and event marketing at Pacific Life. With over 22 years of event planning experience, Sherri lives the motto of her company: “When you're prepared for anything, you can be more confident that more is possible.”Links:LinkedInCORE TOPICS + DETAILS:[8:15] - Water Off a Duck's BackRolling with the punches at every stepEvent planning, it turns out, can sometimes be a bit of a misnomer. Why? Because event planning often turns into event improvising— at least if you know how to do it right. Sherri's experiences shine a light on how successful events are managed by people who know how to let changes, setbacks, and unexpected problems roll right off their backs. Then, they turn those twists and turns into memorable events all the same.[12:09] - More with LessA key insight into event planningOne of Sherri's key insights seems to fly in the face of the conventional approach to event planning— give the people more, more, more. Instead, she says, she's found great success by understanding event goers need to rest, recharge, and process their experience. And that means built-in opportunities to step back from the ‘go, go, go' mindset of many events.[22:49] - Be More Interested, Not More InterestingReversing the conventional wisdom of charismaIn the cult of personality, we're told that the best thing a person can be is interesting. But in event planning, the best thing you can be is interested— interested in the needs of clients, interested in the industries you're serving, and interested in the lives of the hundreds or thousands of people attending your events.[25:04] - The Experience is in the ExecutionHow Sherri perfects every element of eventsSherri speaks passionately about the overall ‘experience' at events, and how that experience isn't some ethereal, unknowable magic but in fact the result of executing on all of the little things. Those little things ultimately add up to events that leave a positive impression from the first sign-up to the last car in the parking garage.RESOURCES:[2:45] Pacific Life[15:54] Living with a SEAL, by Jesse Itzler[16:48] About Ben Nemtin[19:59] About Kurt WarnerFollow Sherri Wiseman:LinkedInFollow Scott Bloom:WebsiteLinkedInYouTubeVimeoABOUT NO MORE BAD EVENTS:Brought to you by eSpeakers and hosted by professional emcee, host, and keynote speaker Scott Bloom, No More Bad Events is where you'll hear from some of the top names in the event and speaking industry about what goes on behind the scenes at the world's most perfectly executed conferences, meetings, and more. Get ready to learn the secrets and strategies to help anyone in the event industry reach their goal of putting on nothing less than world-class events. Learn more at: nomorebadevents.comABOUT THE HOST:A veteran comedian and television personality who has built a reputation as the go-to choice for business humor, Scott has hosted hundreds of events over two decades for big and small organizations alike. Scott has also hosted his own weekly VH1 series, and recently co-hosted a national simulcast of the Grammy Awards from the Palace Theater.As the son of a successful salesman, he was exposed to the principles of building a business at an early age. As a comedian, Scott cut his teeth at renowned improv and comedy clubs. And as a self-taught student of psychology, he's explored what makes people tick and has written a book (albeit a farce) on how to get through life. He's uniquely positioned to deliver significant notes on connecting people and making business seriously funny. And who doesn't like to laugh? Learn more about Scott: scottbloomconnects.comABOUT eSPEAKERS:When the perfect speaker is in front of the right audience, a kind of magic happens where organizations and individuals improve in substantial, long-term ways. eSpeakers exists to make this happen more often. eSpeakers is where the speaking industry does business on the web. Speakers, speaker managers, associations, and bureaus use our tools to organize, promote and grow successful businesses. Event organizers think of eSpeakers first when they want to hire speakers for their meetings or events.The eSpeakers Marketplace technology lets us and our partner directories help meeting professionals all over the world connect directly with speakers for great engagements. Thousands of successful speakers, trainers, and coaches use eSpeakers to build their businesses and manage their calendars. Thousands of event organizers use our directories every day to find and hire speakers. Our tools are built for speakers, by speakers, to do things that only purpose-built systems can.Learn more at: eSpeakers.comSPONSORED BY IMPACT ELEVEN:From refining your keynote speaking skills to writing marketing copy, from connecting you with bureaus to boosting your fees, to developing high-quality websites, producing head-turning demo reels, Impact Eleven (formerly 3 Ring Circus) offers a comprehensive and powerful set of services to help speakers land more gigs at higher fees. Learn more at: impacteleven.comPRODUCED BY DETROIT PODCAST STUDIOS:In Detroit, history was made when Barry Gordy opened Motown Records back in 1960. More than just discovering great talent, Gordy built a systematic approach to launching superstars. His rigorous processes, technology, and development methods were the secret sauce behind legendary acts such as The Supremes, Stevie Wonder, Marvin Gaye, Diana Ross and Michael Jackson.As a nod to the past, Detroit Podcast Studios leverages modern versions of Motown's processes to launch today's most compelling podcasts. What Motown was to musical artists, Detroit Podcast Studios is to podcast artists today. With over 75 combined years of experience in content development, audio production, music scoring, storytelling, and digital marketing, Detroit Podcast Studios provides full-service development, training, and production capabilities to take podcasts from messy ideas to finely tuned hits. Here's to making (podcast) history together.Learn more at: DetroitPodcastStudios.comSHOW CREDITS:Scott Bloom: Host | scottbloomconnects.comJoe Heaps: eSpeakers | JHeaps@eSpeakers.comConnor Trombley: Executive Producer | connor@DetroitPodcastStudios.com

Join Certified Financial Planners Greg Cooley and Bubba Labas as they discuss the ins and outs of Annuities with Senior Regional Vice President at Pacific Life, Will McDonald.

Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Kristen McGarry CRPC, Pacific Life

Join Steve Target and Mark Singer from Newton One Advisors and Joanne Gagnon from Pacific Life for a discussion about “The Great Resignation, The Great Renegotiation or the Great Migration - Current Strategies to Recruit, Reward and Retain Employees”. This Podcast will review the Non-Qualified Executive Benefit Market and would be valuable to advisors working with companies to structure benefit plans as well as company executives interested in creative planning strategies for their valuable employees.

Bill Bell from Pacific Life joins the podcast to talk about how to position position life insurance with your client's attorney most efficiently. Episode Take-aways: • Strategies to position insurance that resonate with planning attorneys • Tips for successful collaboration and common mistakes to avoid • Ideas to share with planning attorneys for adding insurance into the overall estate plan Guest: Bill Bell, VP, Advanced Design and Illustration Development, Pacific Life

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.

As medical marijuana is now legal in 48 states, and recreational usage is becoming more common and legalized across the country, it begs the question – what does that mean for users when it comes to life insurance underwriting? Carlan Snipes, Field Vice President for Pacific Life, sat down with Morgan to discuss how usage and even being a dispensary owner can affect the underwriting class for your clients. Pacific Life is one of our impaired risk specialist's preferred carriers in these scenarios, and in this episode, you will learn why.

Rate & review the Simply Financial Podcast on ITunesSpecial Guest: Kristen McGarry CRPC, Pacific Life

In this episode, John Damalas, VP and CTO of Pacific Life, talks about how you can have a successful digital transformation, data-driven decision making, the benefits of third-party data, and much more._________This podcast is sponsored by Snowflake, the Data Cloud company.Data has transformed business forever, and now you can read the inside story of the company making it happen in “Rise of the Data Cloud,” by Snowflake CEO Frank Slootman.This is the definitive book on how businesses can connect, collaborate, and thrive with data. “Rise of the Data Cloud” is the perfect holiday gift for anyone interested in the future of data and business. It's on sale now at Snowflake.com/databook.

611: In this interview from our recent Metis Strategy Digital Symposium in September, Lisa Davis, SVP and CIO of Blue Shield of California, and Mike Shadler, SVP and CIO of Pacific Life, join Metis Strategy's VP and West Coast Lead Chris Davis in a conversation about IT-led breakthroughs in the insurance industry. Lisa talks about how the pandemic has accelerated the digital business and customer experience at Blue Shield of California while Mike discusses the way Pacific Life has digitized its B2B business operations. Both leaders share insight into how their past experiences have shaped the way they lead and approach their current roles as CIOs of their respective companies. Mike gives examples of how Pacific Life is shifting and reshaping the employee experience and Lisa provides a look at how Blue Shield of California is sustaining its pace of innovation. Finally, Lisa and Mike look ahead at trends in technology that are on their radar and how they are setting the foundation for future plans at their companies.

611: In this interview from our recent Metis Strategy Digital Symposium in September, Lisa Davis, SVP and CIO of Blue Shield of California, and Mike Shadler, SVP and CIO of Pacific Life, join Metis Strategy's VP and West Coast Lead Chris Davis in a conversation about IT-led breakthroughs in the insurance industry. Lisa talks about how the pandemic has accelerated the digital business and customer experience at Blue Shield of California while Mike discusses the way Pacific Life has digitized its B2B business operations. Both leaders share insight into how their past experiences have shaped the way they lead and approach their current roles as CIOs of their respective companies. Mike gives examples of how Pacific Life is shifting and reshaping the employee experience and Lisa provides a look at how Blue Shield of California is sustaining its pace of innovation. Finally, Lisa and Mike look ahead at trends in technology that are on their radar and how they are setting the foundation for future plans at their companies.

Listen in to part 3 of our Leadership Lynchburg Around the Table Series to discuss the impacts of DEI in the workplace with a few professionals who apply it to their daily lives. This week we have Tina Garrett-Ragland, Tim Smith, and Trae Watkins joining us with host, Chal Nunn. Tina is a Senior Human Resource Executive at Pacific Life with 30 years of HR experience. Tina has also led DEI and human resources best practices with Genworth, Advance Auto Parts, and Nationwide Insurance. Tim is an Assistant Vice President and Branch Manager for Carter Bank & Trust with experience in community banking and human management. Tim formerly played college football at Liberty University and has worked with SunTrust, Wells Fargo, and Radio Shack. Trae is a Vice President and Community Development Officer at the Bank of the James. Trae works with low-to-moderate income areas including small businesses, housing, financial education and general community needs assessments that will enhance the economic development and quality of life in the communities we serve. --- Send in a voice message: https://podcasters.spotify.com/pod/show/all-for-business/message

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.

This week I had the great pleasure of interviewing David Ruiz who is currently a Vice President and Chief Financial Actuary for the Life Division of Pacific Life. In this episode, David and I discuss his work abroad experience, his involvement within the SOA, and the financial/valuation side of the actuarial profession.

A global macro investor with 15+ years of tenure managing multi-asset strategies through a blend of quantitative and fundamental approaches. Strong track record through all market regimes including 2008 and 2020. Experienced in building out investment teams, launching strategies, ESG, thought leadership, and trading. Music credits: Clouds by MBB | https://soundcloud.com/mbbofficial, Music promoted by https://www.free-stock-music.com, Creative Commons Attribution-ShareAlike 3.0 Unported, https://creativecommons.org/licenses/by-sa/3.0/deed.en_US IMPORTANT NOTICE: This web series and podcast is intended for informational purposes only. The views expressed are not, and should not be construed as investment advice or recommendations. Recipients of this should do their own due diligence, taking into account their specific financial circumstances, investment objectives, and risk tolerance (which are not considered in this web series and podcast) before investing. None of this information communication is an offer, nor the solicitation of an offer, to buy or sell any of the assets mentioned herein. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/joelpalathinkal/support

The guys welcome back Tod Nasser, SVP of Investment Management for Pacific Life, to talk about the state of the economy and where we may be going with interest rates. The discussion includes a deep dive into a newest trend in the indexed universal life insurance marketplace – Volatility Controlled Indexes (VCIs).

The Strategy of Information with Nick Inglis, on InfoGov.net. On today's The Strategy of Information, Nick Inglis talks with Rich Lauwers. Rich Lauwers has been a leader in the information space for some time with previous roles at Granger, Abbot Labs, CDW, Pacific Life, Merrill Corp, Nuix, MicroFocus, Hewlett-Packard Enterprise, Biogen, Zurich, and most recently A.O. Docs. Lauwers is a wellspring of knowledge and has been spearheading some of the most innovative strategies around information today. Stay tuned for direct answers to tough questions, and the wealth of experience of Rich Lauwers on today's episode of The Strategy of Information with Nick Inglis, on InfoGov.net.

A look at policies and politics in Washington as the Biden administration reaches the 100-day mark. Guests: Seaver Sowers and Allison Shuster from Government Relations at Pacific Life.

Libby Duane Adams is co-founder and Chief Advocacy Officer of Alteryx. She and her co-founders, Dean and Ned, have built one of the biggest analytics software companies in the world, with a multi-billion dollar market cap, and they've done so right here in Orange County. She is also one of only a handful of female founders to take a technology company public.  We talked about that amazing journey and story on the podcast. Alteryx has also had a technology journey as they offer solutions from the desktop to the cloud and she's evolved and thrived through it all.  As a co-founder, along the way she's led Marketing, Customer Experience and now Advocacy.  It's also been great to have her more involved in the community as Alteryx is taking its platform to schools to equip the next generation with important skills and experiences. Libby described how companies like Pacific Life are using Alteryx across their company and putting the thrill back into problem solving.  She is clearly still thrilled to be a part of the company.  We also spoke about the early days, when Alteryx was not so big, and some of those memories and lessons.

In this episode, Dror Katzav, co-founder and CEO of Atidot, and I talk about Life insurance, LTV, predictive analytics, why Life insurance companies need to adopt a holistic approach, the Talpiot program, and Atidot.

Dr. Gregg’s MessageFrom his 30 years coaching elite athletes and executives and from his extensive research, Dr. Gregg has discovered that the secret to success is EMOTIONAL MASTERY. When you master your emotions, you master your world. When you master your emotions, you can bounce back quickly from a difficult client interaction, you can remain confident when times are difficult, you can stay emotionally connected when you are completely distracted, and you can handle the daily pressures of work and life that grow with time. He shares this powerful message with his audience but also gives hands-on tools so that the audience can lead a more effective and happier life-Dr. Gregg wants you to thrive on the inside!Here is a one-sheet describing his Full Throttle seminar: Full throttle one sheetDr. Gregg as an in-demand speakerDr. Gregg speaks all over the world about emotional toughness to businesses ranging from financial services to IT to government agencies. He communicates to his audience through heartfelt stories. He weaves stories that are riveting yet life-changing. Corporations, associations, schools and even 8 year old golfers, have all indicated that Dr. Gregg is a unique and gifted speaker. According to their feedback, his uniqueness stems from beingA Unique and Masterful Story teller – He has many unique stories with world-class athletes and top-executives whom he has coached to excellence and he shares these heartfelt stories with the audience. His speaking skills keeps the audience engaged and entertained.Provides hands-on tools – Dr. Gregg does more than just give his philosophy and tell stories, he gives his audience essential hands-on tools to improve their lives. The feedback from audiences is how employees’ lives have been changed because of the knowledge they learned.Looks like a celebrity – One comment from an 8 year old audience member was that Dr. Gregg looks like Will Ferrell. Okay, maybe that is not so impressive, but he keeps his message light and funny and is always entertaining.Click here for a promo video: http://steinberg.impactfulmedia.com/speaking/inspirational-business-speaker/Click here to see his TED talk (How to Fall Up): https://www.youtube.com/watch?v=WKLy71DO6CQDr. Gregg as an authorHis first book MentalRules for Golf, was endorsed by Tiger Woods’ coach. His second book, Flying Lessons, shows parents how to build mental and emotional toughness in their children with targeted activities. This book has been adopted by churches around the globe as an education tool for young children. His third book, Full Throttle shows you how to supercharge your energy and performance by mastering the 6 key emotional strengths. It is a Washington Post Business Best-Seller.Dr. Gregg with Hall of Famer Nick FaldoDr. Gregg as a performance coachDr. Gregg was voted by Golf Digest as one of the games’ great masterminds and has worked with many professional golfers on the PGA tour including Brandt Snedeker, Brian Gay, Bob Wolcott and Brad Fabel. He has also coached players in the NFL, NBA and major league baseball. He also consulted with NCAA champion University of Florida’s men’s golf team and NCAA champion runner-up Vanderbilt men’s tennis team and the University of Alabama Football team.  Dr. Steinberg also works as an executive coach for many of the top corporations including Merrill Lynch and Pacific Life.Dr. Gregg as a media personalityDr. Gregg was a commentator for the hit show “Dancing with the Stars”, and appeared for Fox News as their sport psychology commentator for the 2008 Olympics. He has been a frequent guest on The Golf Channel and CNN. Currently, Dr. Gregg is a weekly guest on “Talk of the Tour” on the PGATOUR radio network on XM/Sirius and he writes a weekly mental game column on PGATOUR.com. He also writes a weekly syndicated column for Gannett Publishing called “The Head Coach”.Gregg Steinberg as a professorDr. Gregg is a tenured professor of human performance at Austin Peay State University, just outside Nashville. Well-liked by all his students, he has been selected for numerous awards in teaching and research.He studied performance psychology at U.C. Santa Barbara and then went to Florida State University for his masters and University of Florida for his doctorate in human performance.Gregg Steinberg at homeGregg lives in the hills just to the west of downtown Nashville, with his loving, beautiful and talented wife Tommie, their dog Fabio, and their newest edition Myles Thomas Steinberg.https://www.drgreggsteinberg.com/

Looking to develop the confidence, credibility and charisma that comes with being a speaker, whether you want to be on stage or within your podcast? If yes, then today’s episode is for you. Michelle is joined today by Dr. Cynthia Boccara, the CEO of Wellness for Life and Wellness for Life Consulting. Don’t Miss The power of connection Bringing the energy and intention to your voice when podcasting to make connections with your listeners Standing while recording to project and emote Take every opportunity to learn to better communicate Developing your thought leadership Having a signature talk About the Guest Dr. Cynthia Boccara has been working with industry and thought leaders for the past 30 years, helping them not only live happier and healthier lives, but to project confidence, credibility, and charisma. Dr. Cynthia has worked with Olympic athletes, America's Cup teams and companies such as Dell Software, Pacific Life, and Edison to train their people on the science of Physical Intelligence so they can be more effective speakers, get the jobs they are seeking and sell from the stage. https://www.stageauthorityformula.com/optin31496569 (https://www.stageauthorityformula.com/optin31496569) About the Host: Michelle Abraham - Business Coach / Online Marketing Manager / Podcast Genius Michelle was speaking on stages about podcasting before most people knew what they were, she started a Vancouver based Podcasting Group in 2012 and has learned the ins and outs of the industry. Michelle helped create and launched over 30 Podcasts in 2018. She wants to launch YOURS in 2020! 14 years as an Entrepreneur and 8 years as a Mom has led her to a lifestyle shift, spending more time with family while running location independent online digital marketing business for the last 9 years. Michelle and her family have been living completely off the grid lakeside boat access for the last 4 years! Check Us Out on: Facebook: https://www.facebook.com/AMPLIFYOU.ca/ (https://www.facebook.com/AMPLIFYOU.ca/) Twitter: https://twitter.com/YouAmplif (https://twitter.com/YouAmplif) Instagram: https://www.instagram.com/amplifyou.ca/ (https://www.instagram.com/amplifyou.ca/) To Launch your Podcast - http://launchyourpod.com/ (Launchyourpod.com) For More Podcast Training - http://www.mypodcastcoach.com/ (www.mypodcastcoach.com) Thanks for listening! Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a note in the comment section below! Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe from the podcast app on your mobile device. Leave us an Apple Podcasts review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts. 

Virtual selling is here and it isn't going away. How can you make connections with your clients in a virtual environment? Melanie Dumas, Pacific Life's AVP of Life Insurance Division Training, joins the guys to share some tips and tricks that can help you make those connections and sales from anywhere.

Continuing the discussion with lobbyists Seaver Sowers and Allison Shuster from Government Relations at Pacific Life. Their thoughts on what to expect from a Biden administration, the post-Trump GOP, and political centrists vs. the right and left wing. 

Dissecting the 2020 election: Surprises, trends, and what's next. Guests: Lobbyists Seaver Sowers and Allison Shuster from Government Relations at Pacific Life.

Host Bill Bell interviews Dawn Trautman Behnke, Executive Vice President of Pacific Life's Life Division, regarding 2020 challenges, planning for the future and a new recognition. Source: https://www.forbes.com/advisor/life-insurance/best-life-insurance-companies

Reza Salari, BISO at Pacific Life RE joins host James Azar this week on CISO Talk to give us insight into how BISO/CISO are working together to address the cyber challenges, what it takes to work across the entire enterprise as a BISO and how Third Party risk is evolving and how he evaluates vendors, customers and more…   Reza's Bio: Highly credentialed, multidisciplinary Cyber Security Leader with proven success leading teams to build, secure and defend networks, systems and products globally. Quickly grasps the heart of business concerns and issues and links strategic and operational plans in cooperation with peer, stakeholders, and key personnel from the Senior Management team. Dedicated to meeting business needs with operations focused solutions — balances the right level of compliance to protect from intrusion, corruption, and loss with the right balanced controls for smooth operations. Exceptional communication skills create strong relationships with customers, internal staff, and management teams.    **** James Azar Host of CyberHub Podcast James on Twitter: https://twitter.com/james_azar1 James on Linkedin: https://www.linkedin.com/in/james-azar-a1655316/   ****** Sign up for our newsletter with the best of CyberHub Podcast delivered to your inbox once a month: http://bit.ly/cyberhubengage-newsletter   ****** Website: https://www.cyberhubpodcast.com Youtube: https://www.youtube.com/channel/UCPoU8iZfKFIsJ1gk0UrvGFw Facebook: https://www.facebook.com/CyberHubpodcast/ Linkedin: https://www.linkedin.com/company/cyberhubpodcast/ Twitter: https://twitter.com/cyberhubpodcast Instagram: https://www.instagram.com/cyberhubpodcast Listen Here: https://linktr.ee/CISOtalk  

This week I had the great pleasure of interviewing Matt Lenaghan, an Actuary and Director at Pacific Life! In this episode, Matt and I discuss the Life Insurance Industry. We go into the comparison of what an upper-level Actuaty produces compared to that of an entry-level actuary. Also, we begin to discuss the effects Artificial Intelligence can have on the industry.

Jan Schrieber, a graphic designer for the Pacific Life insurance company, tells Jefferson Graham how she remains focused while working at home. http://youtube.com/adventuremuse

Special guest, Matt Veatch, from the KEAP team joins Stephan and Bill for an informative discussion on the new Key Executive Advantage Program (KEAP).

Peter Taylor '80 has been the president of ECMC Foundation since May 2014. During his tenure, he has overseen more than $165 million of grants and PRI investments in initiatives affecting higher education outcomes, especially among underserved student populations. The major area of focus for the Foundation has been career technical education. He recently did a TedxTalk on this subject at UCLA in May 2019. Before joining ECMC Foundation, Mr. Taylor served as executive vice president and chief financial officer for the University of California system. During his time there, he oversaw aspects of financial management at the 10 campuses and the five academic medical centers. Most of Mr. Taylor's professional career was in investment banking, with nearly 16 years in municipal finance banking for Lehman Brothers and Barclays Capital, where he was managing director for the Fixed Income Group. Before obtaining his master’s degree, he spent six years on the legislative staff of the California State Assembly Majority Leader working at the state capitol in Sacramento. Mr. Taylor is an appointee of Governor Jerry Brown to the Board of Trustees of the California State University system, where he chairs the Educational Policy Committee after two years as chair of the Finance Committee. He also serves on the boards of Edison International, Pacific Life, the Parsons Foundation and the Kaiser Family Foundation, where he chairs the Investment Committee. In his various volunteer roles, he previously served as president of the UCLA Alumni Association Board of Directors, the Chair of the James Irvine Foundation Board of Directors, the alumni representative on the UC Board of Regents, the Chair of the UCLA Foundation Board of Directors, a board member of the J. Paul Getty Trust where he chaired the Audit Committee, and the Municipal Securities Rulemaking Board. Mr. Taylor is an accomplished speaker and author, with a particular focus on the role of career and technical education (CTE) in closing the skills gap—a central challenge facing our nation's economy—and the need for a collective effort among stakeholders to break down the stigma that holds CTE and its students back. His perspective has been published by The Washington Post, CNN, The Wall Street Journal, The Hill, the Dallas Morning News, the Detroit News and InsideSources. Mr. Taylor received his undergraduate degree from UCLA, his Master’s Degree from Claremont Graduate University, and a certificate in public affairs from Coro Southern California. Bruin Success is hosted by Katie Russo, produced by Christian Chavez and made possible by UCLA Alumni.

Colleen Kirtland is passionate about expanding agility beyond the boundaries of technology. She’s currently Assistant Vice President of Emerging Technology for Pacific Life.Kirtland fosters the idea of “the coalition of the willing” saying, “It’s amazing what you can do when you see willingness and desire in people.” She has applied her own passion to understanding complex, adaptive systems as the place she experienced the most growth. Colleen’s contributions to the community extend outside the agile community and into enhancing the lives and education of underserved high schoolers.Kirtland’s words of wisdom: “Find who you really are and roar.”Accenture |SolutionsIQ’s Leslie Morse hosts.Book Recommendations:– Complex Adaptive Systems – Scott Page– Thinking in Systems: A Primer – Donella Meadows– A Practice of Peace – Harrison OwensThe Women in Agile community champions inclusion and diversity of thought, regardless of gender, and this podcast is a platform to share new voices and stories with the Agile community and the business world, because we believe that everyone is better off when more, diverse ideas are shared.Podcast Library: www.solutionsiq.com/womeninagile Women in Agile website: https://womeninagile.org/Connect with us on social media! LinkedIn: https://www.linkedin.com/company/womeninagile/ Instagram: https://www.instagram.com/womeninagile/ Twitter: https://twitter.com/womeninagileorg

Kevin Craine talks with Tod Chernikoff, Information System Development Analyst at Navy Federal Credit Union, about his upcoming session at AIIM20. Plus from the AIIM Archive a "Best Of AIIM19" session with Riley McIntosh from Pacific Life along with Alison Clarke from OpenText.    

As an entrepreneur, do you struggle with fully becoming the inspired leader you are meant to be?  Most business development focuses on things like irresistible messaging, ideal client avatars, processes, sales, and marketing...all very important things, but that is the old way. The new way is to first focus on you, the Inspired Messenger, that is here to change the world in your own unique way.   Dr. Cynthia Boccara has helped thousands of people all over the world to project confidence, credibility, and authority on stage. She has worked with Olympic athletes, film and music personalities, and companies such as SoCal Edison, Dell Software and Pacific Life. In this episode of Audacious Leaders Podcast, Cynthia shares how she helps speakers and entrepreneurs embody their message, expand their business capacity, and engage with their audience by using speaking as one of their platforms. She also shared why it is important to build up your authority and esteem as a speaker from foundation up. What areas might be stopping you from being your best, most natural leader?   Check-out the 10 Hidden Growth Opportunities for Top Leaders: visit www.QuizLeaders.com     Key Takeaways:  People will buy from you if they know, like, and trust you. And they have to respect you. And they have to look at you like somebody who knows enough to take them from where they are to where they're going to be. .” – Dr. Cynthia Boccara “Visual primacy– what we see in front of us has more weight than what we hear. People believe what your body is telling them much more than they believe the words coming out of your mouth.” – Dr. Cynthia Boccara “If you don't hold yourself in stature and esteem, no one else is going to hold you in esteem.”– Dr. Cynthia Boccara “The most important thing that we can do is to literally hold ourselves in alignment, which means your head over your shoulders, over your hips, and your ankles, not have the head forward, not have your shoulders forward, because it immediately diminishes my credibility. “– Dr. Cynthia Boccara   Ways to contact Dr. Cynthia Boccara Here is what YOU need to create your Powerful Signature Talk! Get your Signature Talk Outline Here: http://stageauthorityformula.com/signaturetalk   Webiste: https://www.stageauthorityformula.com LinkedIn : https://www.linkedin.com/in/drcynthiaboccara/  Facebook: https://www.facebook.com/pg/WellnessForLifeCostaMesa  Twitter: https://twitter.com/drcynthia8 

On this episode of ASAP, Kasey and Kristin have the opportunity to talk with the founder of Denim, Greg Bailey. Greg is an innovator in insurance marketing and has held executive positions at Pacific Life and Athene.

Today's entertaining episode features Matthew Pressler, the Director of High Net Worth Solutions for Pacific Life. He and Bill Bell take this opportunity to discuss a new lead development system for financial professionals.

In this episode, we speak to Mike Bell, Executive Vice President of First Financial Resources (FFR) and former head of Pacific Life.Mike discusses what it takes to be a top level producer and how FFR helps high-level independent life insurance producers obtain the highest compensation in the industry, by removing the "middleman."Episode Sponsor:More Clients More Fun is a lead generation and content marketing agency, focused on helping financial advisors, life insurance producers, and elite CPAs land high-value clients using LinkedIn. You can connect with Mike and First Financial Resources at:LinkedIn - https://www.linkedin.com/in/mike-bell-2b334116/Website: https://ffrmembers.com/The Million Dollar Producer Show™ with Paul G. McManus interviews highly successful financial advisors, thought leaders and organizations in the life insurance industry.This podcast is here to help answer the key question: “What are the insider secrets to stand out in a noisy marketplace and consistently attract and convert high value clients?” To get answers each week, subscribe to the Million Dollar Producer Show.Paul G. McManus is the CEO and Co-Founder of More Clients More Fun, which helps financial advisors, life insurance producers, and CPAs land high-value clients using LinkedIn.Connect with Paul G. McManus at:https://www.linkedin.com/in/paulgmcmanus/Support the show (https://www.milliondollarproducershow.com)

Scatter Podcast interview with Alyssa Columbus, Data Scientist at Pacific Life Alyssa's LinkedIn: https://www.linkedin.com/in/acolum/ Alyssa's Forbes interview: www.forbes.com/sites/louiscolumbus/2019/04/14/how-to-get-your-data-scientist-career-started/ Other links: https://alyssacolumbus.com/ https://github.com/acolum https://twitter.com/alycolumbus https://open.nasa.gov/explore/datanauts/

Dr. Cynthia Boccara is a successful entrepreneur in both Healthcare and Real Estate Development, Dr. Cynthia has been working in the area of human performance and wellbeing for the past 28 years. She has helped Olympic athletes from 6 different countries achieve gold medal results. She has worked with billionaires, top level entrepreneurs and new business owners to help them create tremendous results in their business and in their lives. Dr. Cynthia has also shared her insights with organizations such as Citibank, Pacific Life, Dell Software and SoCal Edison. Listen in to Dr. Cynthia Boccara's answers to these questions: 1. What are the 3 biggest mistakes...? 2. How did you become involved in helping entrepreneurs? 3. What are 3 things our readers could do that would help them out today? 4. How can entrepreneurs use this information to become more influential with their customers and team?

Never miss another interview! Join Devin here: http://bit.ly/joindevin. Read the full Forbes article and watch the interview here: http://bit.ly/2xLXP8g. Fifty bucks and five minutes will make you an impact investor. I did it. So can you. Swell Investing is a new impact investing platform created by social intrapreneur Dave Fanger, 40, of Pacific Life. The idea came, Fanger says, five years ago, thinking about how consumers were increasingly making buying decisions based on social impact and thought there ought to be a way for investors to do the same. What he came up with incorporated the latest fintech tools for investing, commonly known as robo-advisors paired with impact data to make informed decisions about impact. The technology allows for accounts as small as $50 with annual fees of just 75 basis points or 37.5 cents on a $50 account. Read the full Forbes article and watch the interview here: http://bit.ly/2xLXP8g. Check out my free webinar on the secrets of crowdfunding for nonprofits: http://crowdfundingforsocialgood.org.

Leadership Portraits is a conversation created to inspire the leader in you! In episode seven of Leadership Portraits, Jerry Bumgarner shares with us some very powerful truths about leadership from his career spanning four decades of leadership experience in the corporate world. He also shares about being sexually abused as a child and how this hindered his leadership ability until he was able to find healing. Jerry and his wife Denise live in the Corvallis, OR area and have four grown children.This was an inspiring conversation for me and I hope it will be for you too. Thank you so much for listening and learning! Please share this episode with someone you think will benefit from it! Quotes from This episode: "Deal with your past. Get to the level of growth that you need to, don't wait! If there's pain in your past, you need to deal with it." "Leadership is to facilitate a shared team effort to accomplish a goal." "Love is freedom from self-interest." "Love is demonstrated by asking others for input into decisions and planning." "Leaders seek to create an environment where people like to come to work." "If you're leading, you really have to be transparent. Don't just assume other know you care. Show them!" "Part of a leader's goal is to bring others along with them." Music on this episode of Leadership Portraits is from: www.bensound.com, www.freestockmusic.com, and audioblocks.com

We had just finished a long pitch for Pacific Life—you know—the brand with the breaching humpback whale in its logo. I guess we just had whale on the brain.

We had just finished a long pitch for Pacific Life—you know—the brand with the breaching humpback whale in its logo. I guess we just had whale on the brain.

We had just finished a long pitch for Pacific Life—you know—the brand with the breaching humpback whale in its logo. I guess we just had whale on the brain.

Thom Pinto on LTVO part 3: What do the Smithsonian and Jack Nicolson have in common? Who is Alison Krauss or Marty?  Learn the answers as Thom Pinto discusses voice-over TV narration for documentaries, aka the ‘serious read' and the human side. Find out how have ‘how-to' videos changed? How do you balance the budget as an entrepreneur? A BIG question – Do you have to live in LA? And one more ‘celebrity' influence on the VO jobs… Thom Pinto, a Commercial, Promo and Documentary voice actor since the early 80s, has national campaigns including Pacific Life, NetZero, Honda Motorcycles, Chevron and Staples.  He's doing promos for every major network and is currently heard daily on the CBS Evening News as well as affiliates across the country.  Thom's narration credits run the gamut of serious documentaries on the History Channel and Smithsonian network to lighter projects for the Travel Channel. Learn more at www.thompinto.com and on Facebook. Love That VoiceOver is an internet radio show unveiling the personalities and projects behind the mic, with your fun loving host LoveThatRebecca, aka Rebecca Haugh.  Every week it's a new interview with a fresh perspective on the art and artistry behind the voice-over microphone....  Follow on Twitter @LoveThatVO

Thom Pinto, freelance voice actor and iconic status. At least to me! He says that makes him sound old. To him! Join Rebecca as she speaks with Thom about his iconic status, Susan Blu and the book ‘Word of Mouth'… It's an after Thanksgiving cornucopia of VO goings-on, mimicking the tv, radio commercials and then his own studio. But there's also the Hawks Recording studio in the seedy part of Hollywood where Orson Welles liked to hang out and record… Peter Falk…. Crossing paths with Bill Ratner.   Thom Pinto, a Commercial, Promo and Documentary voice actor since the early 80s, has national campaigns including Pacific Life, NetZero, Honda Motorcycles, Chevron and Staples.  He's doing promos for every major network and is currently heard daily on the CBS Evening News as well as affiliates across the country.  Thom's narration credits run the gamut of serious documentaries on the History Channel and Smithsonian network to lighter projects for the Travel Channel.  He's been recognized for his audio book narrative of “The Little Book of Common Sense Investing.”  And on ‘the side' he is Coach to hundreds of working voice actors in Los Angeles and San Francisco. Learn more at www.thompinto.com and on facebook. Love That VoiceOver is a podcast showcasing in-depth interviews unveiling the personalities and projects behind the mic, with your fun loving host LoveThatRebecca, aka Rebecca Haugh!  Every week it's a new interview with a fresh perspective on the art and artistry behind the microphone....

  This on demand audio series is a part of the Executive Girlfriends Group Vignette Series. Chicke Fitzgerald is interviewing Connie Dieken. The original live interview was 12/02/11. To order Connie's book click HERE  Gifted with insight and a strikingly original approach, Connie Dieken is raising the communication intelligence of business leaders around the world. Her book, Talk Less, Say More: 3 Habits to Influence Others and Make Things Happen is aimed at helping top-level professionals communicate at the peak of their ability, create a high performance culture and enhance their executive presence. Connie is the founder and chief experience officer of onPoint Communication, LLC. She coaches leaders at organizations such as Apple, Olympus, McDonald's, Moen, Deloitte, Pacific Life, Bausch & Lomb, and American Greetings. For more information about the Executive Girlfriends' Group see: http://www.executivegirlfriendsgroup.com

Oct 24, Micki Krause - Chief Information Security Officer, Pacific Life Insurance Co. Micki Krause has held positions in the Information Security profession for the past 20 years. She is currently the Chief Information Security Officer at Pacific Life Insurance Company in Newport Beach, California, where she is accountable for directing the Information Protection and Security Program for the enterprise. Pacific Life is the 15th largest life insurance company in the nation and provides life and health insurance products, individual annuities, mutual funds, group employee benefits, and a variety of investment products and services. Krause was named one of the 25 most influential women in the field of information security by industry peers and Information Security magazine as part of their recognition of Women of Vision in the IT Security field and was awarded the Harold F. Tipton Award in recognition of sustained career excellence and outstanding contributions to the profession. Micki has held several leadership roles in industry-influential groups including the Information Systems Security Association (ISSA) and the International Information System Security Certification Consortium (ISC)2 and is a passionate advocate for professional security leadership. She is a reputed speaker, published author and co-editor of the Information Security Management Handbook series. www.pacificlife.com