Pacific Life DCLI Battle Card: Christine Bass Trigger
Pacific Life’s appointment of Christine Bass as Head of DCLI signals a prime annuity sales trigger. Grab the battle card, pitch guaranteed income, and accelerate pipeline to close commission-rich deals.
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🚀 Battle Card: Pacific Life
Quick trigger:
👤 Decision Maker in the News
- Christine Bass, Head of Defined Contribution Lifetime Income (DCLI) · 🔗 LinkedIn
💡 Why It Matters
- Record numbers of Americans reaching retirement age are driving fierce competition for lifetime-income solutions → Source
- Spot this Pacific Life sales trigger early to position your annuities and platform ahead of the pack.
🎯 Core Pain Point
- Integration complexity: Plan sponsors struggle to embed guaranteed income in defined contribution plans
- Participant engagement: Low annuity adoption due to lack of retirement-income education
💰 What to Pitch
- Primary: Defined Contribution Lifetime Income Solutions → Boost plan sponsor retention & participant confidence
- Expansion: Digital Participant Engagement Platform → Increase adoption rates & streamline communications
🗺️ Quick Context
- HQ: Newport Beach, CA
- Employees: ≈ 5,000
- Rev: ≈ $7 B
- Website: pacificlife.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Pacific Life’s DCLI business.
- TIAA (tiaa.org) — Lifetime Income Solutions
- Unique edge: Non-profit status with exclusive educator footprint
- Evaluated by CFO & VP of Retirement for stability
- Prudential (prudential.com) — Annuities & Income Guarantees
- Unique edge: Proven block-transfer capabilities
- Evaluated by Head of IRSG for product integration
- Transamerica (transamerica.com) — Retirement Income Solutions
- Unique edge: Broad advisor network & digital tools
- Evaluated by Dir. of DC Plans for advisor adoption
- MassMutual (massmutual.com) — Stable Value & Income
- Unique edge: Strong balance sheet with flexible design
- Evaluated by CFO & Risk for credit quality
✅ Do-Now Checklist
Connect with Christine Bass on LinkedIn (link above)
Draft first-touch email + DM: mention Pacific Life sales trigger and your guaranteed-income edge
Log activity & schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Lock in your Pacific Life sales trigger alerts and get ahead of every retirement deal.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑Defined Contribution Lifetime Income Solutions❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Christine
COMPANY = Pacific Life
DEPT = DCLI
SIZE = ≈ TBD
BOTTLENECK = integration complexity embedding guaranteed income in DC plans
EVENT = leadership change
DETAIL = appointment as Head of Defined Contribution Lifetime Income team
PAIN = difficulty embedding guaranteed income in DC plans
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250806067542&div=41152219
SIM_CO = ≈ TBD
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 5000
REV_EST = ≈ $7 B
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ TBD-person DCLI
Christine—noticed your DCLI team is ≈ TBD.
That’s when integration complexity embedding guaranteed income in DC plans slows growth.
We helped ≈ TBD fix this with Defined Contribution Lifetime Income Solutions.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ TBD.
DM ≤45 words, TONE:
Saw your post about appointment as Head of Defined Contribution Lifetime Income team — difficulty embedding guaranteed income in DC plans.
Defined Contribution Lifetime Income Solutions. ≈ TBD. Quick chat?```