About Pacific Life Advisory

Next-Level Support for the Modern Advisor

Our seasoned advisory team is proud to support RIAs and fee-based advisors with exceptional service and innovative digital solutions that simplify the process of working with advisory annuities.

Meet Your Dedicated Advisory Sales & Support Teams

At Pacific Life, we recognize that every advisor’s business is unique. Whether you prefer to work directly with us, through a broker-dealer, or via one of our intermediary partners, we’re committed to making your advisory annuity experience efficient, seamless, and fully supported.

Our experienced teams are here to assist with everything from navigating complex cases to identifying new planning opportunities and streamlining your processes.

Direct & Broker-Dealer Advisory Sales

If you’d like to begin—or continue—working directly with Pacific Life or your broker-dealer annuity wholesaler, contact your Managing Director below. As the advisory annuity specialists for direct business, they can offer support through our Advisory Solutions Desk, Pacific Life’s in-house insurance-licensed team.

Intermediary Advisory Sales

Already working with one of our third-party distribution partners? Or interested in establishing a relationship? Reach out to our intermediary sales team below to support your goals and help you maximize the value of advisory annuities utilizing one (or more) of our strategic alliances. Explore our full list of custodian, clearing, and outsourced insurance desk partners.

FinTech Platforms and Integrations

Our FinTech team can help you incorporate Pacific Life annuities in your financial planning software, establish data feeds to your wealth management platforms, or showcase for you our state-of-the-art modeling and trading platform powered by SS&C's Black Diamond®. Email Integrations@PacificLife.com to request a callback.

No matter how you choose to do business, Pacific Life is here to help you succeed—on your terms.

 

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.

For financial professional use only. Not for use with the public.

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