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.

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.

Linking Instructions

1. Contact the Tamarac RM and ask for the Pacific Life direct data feed.

2. Also, please email integrations@pacificlife.com with the following:

Firm Name:
Firm CRD #:
Contract #:
If you would like the data to be set up at the ADVISOR level or FIRM level.
- ***Cannot be both the ADVISOR level “and” FIRM level or it will duplicate (double) the values***

**We need at least 1 contract number in order to set up the data feed to Tamarac. If your first contract is pending, please mention that in the email.

3. Pacific Life will add the data feeds to be sent to Tamarac.

4. Pacific Life will contact Tamarac with the unique identifier.

5. Financial Professional will receive the first data feed within 48 – 72 hours and then nightly thereafter.

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.