Making It Easier for RIAs to Offer Advisory Annuities
The Advisory Solutions Desk provides RIAs and their clients direct access to our advisory annuities. Not licensed? No worries. Our in-house licensed insurance team has that covered. Our goal is to make working with us a refreshingly different experience.
Unlock Business-Building Opportunities through Expanded Access to Advisory Annuities
Eric Mullen, director of Pacific Life's Advisory Solutions Desk (ASD), discusses how fee-based advisors can access our advisory annuities through one of our respected distribution partners or now directly through our ASD.
You're Three Steps Away from a Refreshingly Different Experience
Meet Our Licensed Registered Consultants
Our licensed registered consultants collaborate with RIAs who wish to work directly with Pacific Life, while delivering exceptional customer support through every stage of the process.
-
Eric Mullen
Director, Advisory Solutions Desk
-
Marcus Ellingwood
Senior Registered Consultant
It Matters Which Carrier You Choose
We’re excited to earn the honor of becoming your provider of choice. Pacific Life is proud of our more than 150-year tenure supporting clients’ financial futures. And for RIAs ready to see how modern, fee-only annuities can fit into their business models, help clients reduce retirement risks, and potentially improve their long-term outcomes, we invite you to experience the Power of Pacific.
Explore Opportunities
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 can be issued in all states, except New York, by Pacific Life Insurance Company or Pacific Life & Annuity Company. In New York, insurance products are only issued 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.
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 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.
For financial professional use only. Not for use with the public.
24-354
MUP2781WPRIA-2400