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All Sites Annuities for Clients Annuities for RIAs Structured Settlement Annuities Pension Risk Transfer Solutions Pacific Life Mutual Funds Annuities for Financial Professionals Client Login Financial Professional Login My Dashboard My Profile Logout Client Login Financial Professional Login My Dashboard My Profile Logout Annuities Annuities Fixed Annuities Fixed annuities and fixed indexed annuities can provide your risk-averse clients with lifetime income and growth based on a fixed rate of interest or the performance of a market index. All without ever risking their principal. View Rates Variable Annuities Variable annuities offer your clients tax-deferred, market-based growth potential and the opportunity to ensure they will have income that lasts their lifetimes. Investment Options View Performance Market volatility doesn’t have to derail your day. Explore Invesco ® Defined Outcome Funds Resources Resources Forms and Documents Administrative, application, and replacement forms, plus active and inactive product documents. Planning Strategies Resources exploring retirement options, planning strategies, and tax management. Retirement Landscape Insights from subject-matter specialists with advanced degrees and designations. Practice Management A curated selection of tools, strategies, and best practices for your financial-planning business. Tools Resources to aid in a variety of important retirement-planning considerations. Company Overview Pacific Life has stood strong for more than 150 years. We provide strength and stability, not just when times are good, but also when you need us most. Do Business with Us Meet the Retirement Strategies Group Newsroom What’s new at Pacific Life? Read our most-recent announcements and press releases. Support Have a question? Pacific Life annuity specialists are here to help. Get in touch with us. (800) 722-2333 (800) 748-6907 in New York Quick Links Quick Links Contact Customer Service Have a question? Get in touch with us. Find a Form Access administrative, application, and replacement forms. View Fixed Annuity Rates Find rates for fixed annuity products at Pacific Life. View Variable Annuity Performance View performance and daily unit values for Pacific Life variable annuity investment options. Transparent Annuities from a Company You Can Trust It matters which carrier you choose to support your clients’ financial plans. Pacific Life has a rich heritage of keeping its promises, so you can keep yours. More Than 150 Years of Strength and Stability Our commitment to always be there for you and your clients is reflected in our consistently high financial-strength ratings and award-winning service. 1 Explore what it means to work with Pacific Life . $ 0 B Assets $ 0 B Benefits Paid in 20230 M In-Force Members AA- S&P Global A+ A.M. Best Aa3 Moody’s AA- Fitch Our Financial-Strength Ratings Annuities—for a Changing Retirement Landscape With people living longer and staying active in retirement, financial solutions that give clients the confidence to grow their savings and create income to support long-term goals are more important than ever. In fact, research reveals 60% of pre-retirees think the benefits of annuities are very important. 2 Annuities provide tax deferral, growth opportunities, and protected lifetime income to help address a variety of planning necessities—so, you can help clients enjoy the retirement they’ve worked so hard for. Fixed Annuities Variable Annuities Latest Insights and Strategies Today’s financial environment changes often and quickly. Count on Pacific Life to help keep you on the forefront of what’s new and what’s next. View All Retirement Planning May 07, 2024 Aging with Confidence: A Gift for Moms Mother’s Day is almost here. If you have clients who worry about their aging mothers being prepared for the financial costs associated with longevity risk, now is a good time to reach out. Retirement Planning March 25, 2024 Key Action Checklist for Widows and Widowers Losing a spouse is emotionally draining and deeply traumatic. You can help your widowed clients manage some of the financial matters and reduce pressure by offering easy-to-follow guidance. This checklist can help you get started. Tax Planning March 12, 2024 How Can Tax Deferral Help Clients in High-Rate Environments? Due to rising interest rates, some taxpayers could see higher ordinary income–and a higher tax bill. Legislative Updates February 21, 2024 SECURE Act 2.0: 2024 Is Here! Additional SECURE Act 2.0 provisions take effect in 2024. Here are the highlights on the provisions your clients need to know. No data found View All View All Load More MUQ1038WP-2400 1 Recipient of multiple DALBAR Service Awards since 1997. Refer to www.DALBAR.com for more information regarding awards, certifications, and rankings. 2 Alliance for Lifetime Income, "Landmark, Study Finds Number of Protected Households Rises for the First Time Since 2018," Cisiar PR Newswire, October 26, 2020. Investors should carefully consider a variable annuity’s risks, charges, limitations, and expenses, as well as the risks, charges, expenses, and investment goals of the underlying investment options. This and other information about Pacific Life are provided in the product and underlying fund prospectuses . These prospectuses should be read carefully before investing. Under current law, a nonqualified annuity that is owned by an individual is generally entitled to tax deferral. IRAs and qualified plans—such as 401(k)s and 403(b)s—are already tax deferred. Therefore, a deferred annuity should be used only to fund an IRA or qualified plan to benefit from the annuity’s features other than tax deferral. These include lifetime income and death benefit options. 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. Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC. 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 or 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. 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. No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency For financial professional use only. Not for use with the public. 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