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Retirement Planning

Strategies for Your Clients’ Changing Needs

Our advisory annuities can be used to address clients' shifting priorities and a variety of financial planning obstacles. Discover how they can enrich your clients' portfolios, while also creating opportunities to evolve your business.

  • 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.
  • Navigating Uncertainty Discover how an annuity can help prevent clients from making emotional financial decisions and stay on track for meeting their retirement goals.
 
RIA Resources
  • Ages and Stages
     It can be difficult for clients to keep track of various age-based requirements and opportunities. For example the SECURE Act, increased the RMD age to 72. Help clients stay informed about these important stages. VLC1817-0820W
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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.