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  • 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.

    Marketing Image

    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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