RETIREMENT PLANNING

Retirement Planning
Retirement Planning Strategies
Advisory annuities can be used to address clients' shifting priorities and a variety of financial planning risks. Discover how these modern strategies can provide opportunities to enrich your clients' portfolios by combining tax-efficiency and quality investments to pursue growth and better outcomes.

Annuity Modernization
Clients paying for unneeded features in their older annuities? See if it's time for a refresh.

Hedging and Risk Management
Give clients more confidence by managing certain risks involved with pursuing growth.

Controlling Taxes
Discover how timing annuity withdrawals can help clients optimize their earnings over time.

Navigating Market Uncertainty
Discover how an annuity can help clients stay on track and prevent emotional decisions.

Lifetime Income
Discover strategies to help clients create protected retirement income they can count on for life.

Legacy Planning
Help clients leave their beneficiaries a tax-efficient legacy.
RESEARCH AND TOOLS

Research and Tools
Tools to Guide You
Choose from a curated selection of tools to aid in a variety of important retirement planning considerations.

Research

Tools

Administrative Forms
Access maintenance forms for your in-force contracts.

Discover our advanced portfolio modeling and mass-trading capabilities built with one of the most respected names in the industry.Learn More
ADVISORY ANNUITIES

Advisory Annuities
Advisory Annuity Solutions
Pacific Life’s no-load, cost-conscious advisory annuities are designed to meet the modern needs of today’s clients. Easy to explain. Easy to use.

Variable Annuities
Address a variety of retirement-planning needs, from growth and income to flexibility and protection.

Pacific Advisory Variable Annuity Pacific Odyssey Variable Annuity Performance

Fixed & Fixed Indexed Annuities
Provide clients with a reliable income based on a fixed rate of interest.

Pacific Harbor Pacific Advisory Fixed Indexed Annuity Pacific Index Advisory Fixed Annuities Rates
WHY US

Why Us
Why work with us?
We’ve set out to build an advisory-focused business model that evolves the industry.

About Pacific Life Advisory
Meet our dedicated advisory team and see how our next-level service model sets us apart.

About Pacific Life
Learn how we provide strength and stability when you need us most.

Strategic Alliances
See which industry innovators we’ve teamed up with to create a seamless digital experience.

Contact Us
Have a question or need support? We’re here to help.

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Retirement Planning

Research and Tools

Advisory Annuities

Why Us

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