Advisory Support That’s
Refreshingly Different
We're excited to earn the honor of becoming your provider of choice. Pacific Life Advisory makes it notably easy for RIAs and other fee-based advisors to offer fee-only annuity solutions that blend seamlessly and simply into your practice.
A wave of innovation has taken place in the design of advisory annuities. And while we know many of you have been skeptics, we hope you'll scroll on to learn what these modernized products can do for both you and your clients.
Tap Into the Powerful Combination of Pacific Life and SS&C Black Diamond®
Pacific Life's state-of-the-art Trade Management Platform, powered by SS&C's Black Diamond Wealth Platform, lets you manage your annuity business just like you do other business. You can construct portfolios, execute individual or mass trades, and manage fee billing reports for Pacific Life advisory annuities. Explore this platform to discover all of its robust capabilities.
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.
Annuity Modernization
Are your clients' older annuities still serving their needs? If clients have annuities or other insurance products lingering in their portfolios, it’s important to make sure they're still serving the intended purpose.
Controlling Taxes
Are your clients losing investment gains to annual taxes? Give your clients more control with an advisory annuity that allows them to keep their earnings and decide when to pay taxes through the timing of withdrawals.
Pacific Advisory Variable Annuity
We built our advisory variable annuity with direct input from fee-based advisors. Investment-focused, transparently priced, and tech-enabled, our newest variable annuity is designed to address a variety of modern planning necessities.
- White Paper
- Annuity Modernization
- Controlling Taxes
- Pacific Advisory Variable Annuity
Explore More Opportunities Now
Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company and in all states by Pacific Life & Annuity Company. Product/material availability and features may vary by state.
Pacific Life is unaffiliated with Black Diamond.
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.
Insurance products and their guarantees, including optional benefits, annuity payout rates, and any crediting rates, are backed by the financial strength and claims-paying ability of the issuing insurance company, but they do not protect the value of the variable investment options. Look to the strength of the insurance company with regard to such guarantees because these guarantees are not backed by the independent broker/dealers, insurance agencies, or their affiliates from which products are purchased. Neither these entities nor their representatives make any representation or assurance regarding the claims-paying ability of the issuing company.
Pacific Life refers to Pacific Life Insurance Company and its subsidiary Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company and in all states by Pacific Life & Annuity Company. Product/material availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.
Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company.
The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.
Contract Form Series: ICC20:10-1040, 10-2040
State variations to contract form and rider series may apply.
For financial professional use only. Not for use with the public.
24-585A
MUQ1893-0525-RIA
E1027