Strategies for Your Clients’ Changing Needs
Explore how advisory annuities can be used to address clients' shifting priorities and a variety of financial-planning obstacles.
Annuity Modernization
Find out how reviewing costs and features of clients’ older annuities and other insurance products can lead to new opportunities aligned with their current goals.
Hedging and Risk Management
Give clients more confidence about investing by managing certain risks involved with pursuing growth.
Navigating Market Uncertainty
Discover how an annuity can help prevent clients from making emotional financial decisions and stay on track for meeting their retirement goals.
Controlling Taxes
Discover how an annuity can help clients optimize their earnings over time by providing control over when they pay taxes through the timing of withdrawals.
Lifetime Income
Take a break from chasing yield and help clients receive lifetime income that’s protected no matter what the markets do.
Legacy Planning
Help clients leave their beneficiaries a multi-generational tax-efficient legacy.
View Our Advisory Annuities
Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.
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 are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product 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 (Newport Beach, CA) and an affiliate of Pacific Life & Annuity Company. Variable and fixed annuity products are available through licensed third parties.
For financial professional use only. Not for use with the public.
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