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Annuity Modernization
Controlling Taxes
Hedging and Risk Management
Legacy Planning
Lifetime Income
Navigating Uncertainty
Retirement Planning
 
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Annuity Modernization
Big Opportunities Often Begin as Quiet Revolutions
In this article, Corrigan Kardatzke discusses the opportunity that exists for forward-thinking, fee-based advisors leading the modern annuity movement happening in the industry.
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Annuity Modernization
Fee-Based Annuities: Why Stripping Out Commissions Isn't Enough
While commissions are clearly one reason RIAs haven't embraced annuities, it’s far from the only one. Learn how radical innovations taking place in the advisory annuity space are making RIAs rethink these viable strategies.
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Retirement Planning
White Paper: Advisory Annuities and the Role of Fiduciary Duty
What do the SEC, courts, and industry designation organizations say about fiduciary duty as it applies to annuities? Explore this topic and learn about the elimination of prior barriers to selling advisory annuities.
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Legacy Planning
White Paper: 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.
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Controlling Taxes
White Paper: The Case for Using IOVAs With High Earning and High-Net-Worth Clients
This paper addresses some of the scenarios where an annuity can provide opportunities for wealthier clients, while helping them avoid paying unnecessary taxes.
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Hedging and Risk Management
Why Fixed Indexed Annuities Should Coexist with Bonds in a Fee-Based Portfolio
No matter the state the bond market, a new generation of fixed indexed annuities can provide opportunities for a variety of clients. Santo Marasco shows how these products can complement a risk-hedged portfolio.
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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.

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