Tailored to the Way You Do Business
Advisory Products
Strategies that complement your clients' existing portfolios.
Seamless Integrations
Advisory annuity data accessed through your own portfolio management and reporting software.
Simplified Reporting
A more holistic view of your clients’ portfolios and investments.
A Dedicated RIA Team for Next-Level Service
Pacific Life Advisory is devoted to serving the fastest-growing advice channel in the industry. With decades of combined experience working to support RIAs and fee-based advisors, our team is ready to help with your most difficult cases, explore new opportunities, and increase efficiencies.
More Than 150 Years of Strength and Stability
It matters which carrier you choose to support your clients’ financial plans. Give your clients the confidence of knowing their financial futures are backed by a mutual holding company that is driven to help them meet their financial needs. Our ratings and outlooks continue to prove that Pacific Life can weather any storm and provide a solid foundation.
We Make It Easy for You to Do Business with Us
See the digital giants we've teamed up with to bring you the services you need. Choose from an expansive network of custodians, insurance, and licensing providers to help alleviate the challenges associated with researching and writing annuity business. Link directly to your favorite portfolio management provider or data feeds that integrate into your current system.
1These ratings do not apply to the safety or performance of the separate accounts funding Pacific Life’s variable products. These ratings reflect the claims-paying ability only and are not a guarantee of future performance.
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 can be issued in all states, except New York, by Pacific Life Insurance Company or Pacific Life & Annuity Company. In New York, insurance products are only issued by Pacific Life & Annuity Company. Product/material 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 and an affiliate of Pacific Life & Annuity Company.
The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.
For financial professional use only. Not for use with the public.
MUQ1909RIA-0723H