Financial Services Copy Samples
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Financial Services Copy Samples

Pension Risk Transfer (PRT) Web Copy & Various Media Samples

Audience: CFO-types

Written by Rochelle Alves, Huntington Beach, California

Life goes on for your participants, friends, and colleagues (aka employees), make sure their pension does, too.

You don't want to just meet an obligation. You care. And you want to ensure you give your company's dedicated team members what they were promised when they're ready to kick off retirement.

(Editing note: web page bullets should be limited to 3 or 4 based on target demographic)

You want them to:

  • Order the good cabernet.
  • Take an annual summer trip somewhere tropical.
  • Choose business class over coach for that summer trip.
  • Take their college-age kids to Napa Valley for the fall harvest.
  • Splurge on that Cohiba Spectre a few times a year.
  • Finally say yes to golf lessons from a pro.
  • Pay for their grandkids Krav Maga classes.
  • Get the guacamole at Chipotle without asking how much it cost.

Reach out to Pacific Life and our team of risk-transfer specialists today.

You're the CFO. Transferring the risk of your company's pension fund (or researching it) ranks right up there with annual doctor appointments recommended for those over 50. But you know it likely needs to be done for the health of your company's defined benefit plan, balance sheet, and your sanity.

We have customizable solutions for you, including:

  • Pacific Insured LDI
  • Pacific Secured Buy-in
  • Pacific Transferred Buy-out
  • Pacific Lifetime Income (defined benefit or defined contribution)

When you choose Pacific Life, you'll have a dedicated risk-transfer team of specialists by your side. In most cases, you'll also have one point of contact you can call anytime throughout the process of the customized solution you choose. (Or even if you need help with sausage vs. pepperoni, because pizza decisions can be tough in the midst of de-risking a pension fund.)

We're here to help in countless ways; even with pizza predicaments.

Call Pacific Life today, and get some sleep tonight.

Yes! Your DB pension plan is fully funded once again!

But what should you do?

Take action to lock in your glorious, fully-funded status (angels are singing) and not have to agonize over how the market performs forevermore? (Hint: Yes, and reach out to a Pacific Life PRT specialist [here], or learn about more about how our flexible options can solve your problems [here].

Are you a CFO who wants to manage your core business instead of managing the moving target of pensions?

How about not having to worry about this:

  • Another increase in your PBGC premiums?
  • Explaining to your CEO or board of directors why the previously funded status of your defined benefit plan has decreased again?
  • Waking up at 3:00 a.m. wondering whether interest rates will decline soon or if the market will have a correction this week?

To learn more about pension risk transfer solutions, contact Pacific Life today.

Are you a CEO who wants your CFO back to managing your core business instead of managing the moving target of pensions?

[Insert copy from above (with some edits)]

All across the country, CFOs and finance wizards are facing the same problem. Your defined benefit plan is underfunded or at the very least, a time-vampire for you and your team to manage.

You're not alone.

We've been around for 152 years, and we'll be here for you and your employees until the cows come home.

Ask a pension risk-transfer specialist at Pacific Life how you can customize solutions for your team.

You're the head honcho of finance at your company. Wouldn't you like to be sitting by the campfire enjoying time with your family instead of thinking about:

  • The funded status of your company's pension plan?
  • How much risk you should take on and still feel good about the future of the plan?
  • How many resources you have allocated to managing pension risk at the expense of running your core business?
  • Employee longevity?
  • How to offload pension liability from your balance sheet?

Call Pacific Life today, and get some sleep tonight.

Suggested t-shirts for the Pension Risk Transfer Team and clients:

(in the tone of "The Most Interesting Man in the World")

"I don't always transfer my pension risk, but when I do, I call Pacific Life."