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The Promise Term Program

Jul 09, 2021

Special Rollout Meeting

America’s Tax Solutions and Pacific Life have teamed up to bring you a very special program for CPAs and Financial Advisors: PROMISE TERM.

The Exclusivity of Your CPA and the Power of PACIFIC LIFE.

Special Speakers

  • Brian Bulakites, National Sales Manager, Pacific Life
  • Michelle Kosoi, Field Vice President, Pacific Life
  • Jeff Campbell, Senior Vice President of Sales, Table Bay Financial
  • Barry Bulakites, President, Table Bay Financial

Do You Have Enough Life Insurance?

Apply for

  • $20,000 to $5,000,000
  • 10, 15, 20, 25, or 30 year durations
  • Child Term Rider
  • Waiver of Premium

Highlights

  • Easy application process
  • Fluid-less underwriting
  • Electronic application
  • Up to $2,000,000 streamlined underwriting
  • No physical exam for qualifying applicants

PacLife

  • 4th year in a row named “World’s Most Ethical”
  • Dalbar Winner for Policyholder Excellence
  • #2 Best Life Insurance  Company for 2019–2020
  • Comdex Score of 93 (out of 100)
  • A.M. Best A+
  • 150+ Years of Financial Strength
  • $191B in assets

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Details

Date:
July 9
Time:
10:00 am - 11:00 am MDT
Event Categories:
,
https://goto.americastaxsolutions.com/paclife

Organizer

Kelly Webster
Phone:
8662251786
Email:
kwebster@tablebayfinancial.com

Events are subject to change without notice.