Doug Mantelli, Vice President of RIA Strategy, shares the many advancements happening in the industry and at Pacific Life to create a seamlessly simple experience for RIAs and their fee-only advisors. Discover the features modern annuities can provide and find out why your experience with Pacific Life Advisory is going to be refreshingly different.
Advisory Support That’s
Refreshingly Different
Pacific Life Advisory makes it notably easier for RIAs to offer fee-only annuity solutions, supported by next-level service we’re convinced you’ll find second to none.
A Wave of Innovation
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What's Trending
Legacy Planning Using Advisory Annuities
This white paper shows how annuities can effectively help your clients leave the meaningful legacies they intend, including the extension of the benefits of tax deferral to their loved ones and favorite charities.
Insuring the Future of Retirement Together
We’re excited to earn the honor of becoming your provider of choice. For RIAs ready to see how modern, fee-only annuities can fit into their business models, help reduce retirement risks, and potentially improve client outcomes, our dedicated RIA consultants are here to answer questions quickly and help uncover advisory annuity opportunities for your clients.
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Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.
Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. Annuity products are not FDIC insured, may lose value, and are not guaranteed by any bank.
Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA) and an affiliate of Pacific Life & Annuity Company. Variable and fixed annuity products are available through licensed third parties.
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