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.
Choose an Advisory Annuity
Pacific Life, its affiliates, 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 subsidiary Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company and in all states 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.
Insurance products and their guarantees, including optional benefits, annuity payout rates, and any crediting rates, are backed by the financial strength and claims-paying ability of the issuing insurance company, but they do not protect the value of the variable investment options. Look to the strength of the insurance company with regard to such guarantees because these guarantees are not backed by the independent broker/dealers, insurance agencies, or their affiliates from which products are purchased. Neither these entities nor their representatives make any representation or assurance regarding the claims-paying ability of the issuing company.
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.
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