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Case Study Pacific Life: Retirement Income Translator Tool

A personalized approach to educate customers about the options for retirement income and connect them with a Pacific Life financial advisor

PL Logo
PL Logo

Case Study Pacific Life: Retirement Income Translator Tool

A personalized approach to educate customers about the options for retirement income and connect them with a Pacific Life financial advisor

The Challenge

Pacific Life – a life and insurance retirement company serving Americans for over 150 years – heavily engages financial advisors to sell its products. However, with more movement toward a B2C strategy, a significant challenge in low retirement savings, and lack of activities by  consumers to  reach out and discuss their potential shortfalls in retirement, the goal was to educate customers about the power of savings through annuities

Customers don’t always have the savvy to understand how retirement solutions benefits them, resulting in less informed consumers, inefficient conversations with advisors, more up-front work on behalf of the advisor, and lower leads generated.

Our Solution

To help individuals better understand tthe risk of outliving their retirement income, we built an interactive video experience that acts as both financial tool an visualization engine. The video experience educates viewers on how retirement savings translates into retirement income, the benefits of a single premium immediate annuity (SPIA) to protect it, and the benefits of reaching out to speak to an advisor

 

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Process and Results

Process-and-Results-Full
The-Journey-Begins

The Journey Begins

The Retirement Income Translator Tool drives traffic to Pacific Life’s webpage. Customers planning for retirement click the tool to explore and learn more

Personalizing-the-Journey

Personalizing the Journey

Customers answer five simple questions to calculate their retirement income and understand how current savings impact their financial future in a customized video

Maximizing-Options

Maximizing Options

The video explains the benefits of annuity, shows increased retirement income with an annuity vs current activity, and annuity options. The result leads to a more impactful conversation with advisor and higher likelihood of a sale.

Data-Gathering

Data Gathering

Pacific Life receives insight about customer interactions with the video – who watched it, for how long, and if hey took action – to refine engagement and customizzation strategies

Personalized-Journey-Success

Personalized Journey Success!

%

of viewers watched the entire video

%

of viewers reported increased satisfaction
and better understanding

Why IndiVideo is so Powerful for you and Your Audience

Immediacy

Immediacy

Complex

Makes the complex simple

Visual

Visual vs. textual storytelling

Personal

Personal and relevant

Memorable

Memorable

Why IndiVideo is so Powerful for you and Your Business

Fits

Fits into what you're already doing

Marketing

Marketing-controlled creative

Accelerates

Accelerates buyer journey

Cost Effective

Cost effective scalability

Data

Customized to your data security standards

IndiVideo Interactive Personalized Video Platform

Simplifying Retirement Conversations Through Dynamics Personalized Videos

Pacific Life was able to connect with customers, educate them about retirement savings opportunities, and rejuvenate customer engagement using BlueRush’s Interactive Personalized Video Platform, IndiVideo.

IndiVideo’s personal data-driven video solution increases conversion across all Pacific Life customer demographics and empowers customers to understand and explore retirement savings opportunities. Working with IndiVideo lets Pacific Life connect personally with customers – cost-effectively and at scale – in an innovative, data-secure, and  compliant digital environment.

Request A Demo

Schedule your personalized video experience with BlueRush today.