SEC and CFP® Board Guidelines May Help Fiduciaries Rethink Their Stance on These Products
What do the SEC, courts, and well-respected industry designation organizations have to say about fiduciary duty as it applies to advisory annuities?
Explore this topic and discover how nearly all of the barriers that previously prevented RIAs from selling advisory annuities no longer exist.
To learn more about Pacific Life's advisory annuities, contact your dedicated managing director.
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Investors should carefully consider a variable annuity’s risks, charges, limitations, and expenses, as well as the risks, charges, expenses, and investment goals of the underlying investment options. This and other information about Pacific Life variable annuities are provided in the product and underlying fund prospectuses. These prospectuses should be read carefully before investing.
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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.
For financial professional use only. Not for use with the public.
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