At Pacific Life, we understand the unique business needs of registered investment advisers (RIAs). Advisory business is not new to Pacific Life. We have offered commission-free strategies to fee-based advisors for many years. Pacific Life is committed to helping RIAs expand your business by offering principal protection, guaranteed lifetime income and legacy planning options for your clients.
Pacific Life is focused on expanding access to our products and strategies to RIAs. In doing so, we remain committed to seamless integrations for you and your clients. From our innovative product design and marketing innovation to digital transformation, we strive to evolve the industry to provide holistic solutions for your clients.
For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2020 World’s Most Ethical Companies® by the Ethisphere Institute. For additional company information, including current financial-strength ratings, visit www.PacificLife.com.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Client count as of June 2019 is compiled by Pacific Life using the 2019 FORTUNE 500® list.
|wdt_ID||Insurance Company||Product||Solution Type||New York Prospectus||Benefits/Optional Rider Info||Optional Rider 2||Optional Rider 3||Prospectus||Client Brochure||Learn More||Investment Options||Approved ETFs/Mutual Funds + Models||Performance||Rates||Tool|
|1||Allianz Life||Index Advantage ADV℠||Index-Linked Annuity||Prospectus||How it works||Rates|
|2||Allianz Life||Retirement Foundation ADV℠||Fixed Indexed Annuity||Client Brochure||How it works||Rates|
|3||Ameritas||Advisor No-Load VA||Variable Annuity||Prospectus||Client Brochure||Fund Prospectus||Investment Options||Performance|
|4||Ameritas||Compass SPIA||Single Premium Immediate Annuity||Client Brochure|
|6||Ameritas||Advisor II VUL||Variable Universal Life||Prospectus||Client Brochure||Fact Sheet||Investment Options|
|7||Ameritas||Value Plus Term Life Insurance||Term Life Insurance||Client Brochure|
|10||MassMutual Ascend||Index Protector℠ 7||Fixed Indexed Annuity||Client Brochure||Product Overview||Rates||FIA Portfolio Simulator|
|11||Nationwide||Advisory Variable Universal Life||Variable Universal Life||Prospectus||Client Brochure||Learn More||Investment Options|
|12||Symetra||Advisory Edge||Fixed Indexed Annuity||Client Brochure||Rates|
|13||Symetra||Advisory Income Edge||Fixed Indexed Annuity||Client Brochure||Rates|
|14||TIAA Life||Intelligent Variable Annuity||Variable Annuity||Prospectus||Client Brochure||Fund Performance|
|15||TIAA Life||Investment Horizon||Multi-Year Guaranteed Annuity||Prospectus||Client Brochure||Rates|
|17||Transamerica||I-Share II Variable Annuity||Variable Annuity||Principal Optimizer||Income Edge 1.2||Prospectus||Product Summary||Investment Options||Fund Performance|
|18||Jackson||Jackson Retirement Investment AnnuitySM||Variable Annuity||NY Prospectus||+Protect||Prospectus||Client Brochure||Learn More||Investment Options||Performance|
|19||Jackson||Perspective Advisory II®||Variable Annuity||NY Prospectus||LifeGuard Freedom® Guide||LifeGuard Freedom AcceleratorSM Living Benefits Guide||Death Benefits Guide||Prospectus||Client Brochure||Income Stream Comparison||Investment Options||Performance|
|20||Jackson||Marketprotector AdvisorySM||Fixed Indexed Annuity||IncomeAccelerator®||Client Brochure||Product Details||Crediting Methods|
|22||MassMutual Ascend||Index Protector 5 MVA℠||Fixed Indexed Annuity||Client Brochure||Product Overview||Rates||FIA Portfolio Simulator|
|23||MassMutual Ascend||Index Protector 4℠||Fixed Indexed Annuity||Client Brochure||Product Overview||Rates||FIA Portfolio Simulator|
|24||Protective Life||Investors Benefit Advisory VA||Variable Annuity||NY Prospectus||Prospectus||Client Brochure||Learn More||Investment Options|
|25||Pacific Life Insurance||Pacific Odyssey®||Variable Annuity||Enhanced Income Select 2||Protected Investment Benefit 10-year||Protected Investment Benefit 5-year||Prospectus||Client Brochure||Fact Sheet||Investment Options||Fund Performance|
|26||Pacific Life Insurance||Pacific Index Advisory®||Fixed Indexed Annuity||Interest Enhanced Death Benefit||Interest Enhanced Death Benefit (OR)||Interest Enhanced Death Benefit (NJ, OH, UT, WA)||Client Brochure||Fact Sheet||Rates|
|27||Midland Advisory||IndexMax ADVSM 5||Fixed Indexed Annuity||Client Brochure||Learn More||Investment Options||Rates||Advisory Annuity Impact Calculator|
|28||Midland Advisory||IndexMax ADVSM 7||Fixed Indexed Annuity||Client Brochure||Learn More||Investment Options||Rates||Advisory Annuity Impact Calculator|
|29||Pacific Life Insurance||Pacific Advisory Variable Annuity||Variable Annuity||Portfolio Income Protector||Prospectus||Client Brochure||Subaccount Costs||Investment Options||Fund Performance|
|30||Midland Advisory||ConstanceSM CDA||Contingent Deferred Annuity||Prospectus||Client Core Plan Brochure||Client Core Plan Fact Sheet||
- Mutual Funds/ETFs
|31||Jackson||Jackson Market Link ProSM Advisory||Index-Linked Annuity||Prospectus||Client Brochure||Learn More||Rates||Tool|
|32||Allianz Life||Index Advantage Income ADVSM||Index-Linked Annuity||Prospectus||Client Brochure||How it Works||Performance||Rates|
|33||American Life||American Life Fee Based MYGA||Multi-Year Guaranteed Annuity||Fact Sheet|
|34||Midland Advisory||Oak ADVantageSM||Multi-Year Guaranteed Annuity||Client Brochure||Fact Sheet||Rates|
|35||MassMutual Ascend||Advantage 5 Advisory||Multi-Year Guaranteed Annuity||Client Brochure||Learn More||Rates|
|36||Midland Advisory||Midland National Capital Income||Fixed Indexed Annuity||Health-Activated Income Multiplier||Client Brochure||Highlight Sheet||Rates|
|37||MassMutual Ascend||Index Achiever Advisory||Index-Linked Annuity||Prospectus||Client Brochure||Rates||Illustration|
|38||GILICO||GRL Guaranty Rate Lock||Multi-Year Guaranteed Annuity||Client Brochure||Learn More|
|39||Nationwide||Advisory Income||Single Premium Immediate Annuity||Client Brochure||Learn More||Rates|
|40||Nationwide||Monument Advisor||Variable Annuity||NY Prospectus||Prospectus||Client Brochure||Learn More||Investment Options||Performance|
|41||Nationwide||Advisory Retirement Income Annuity||Variable Annuity||NY Prospectus||Living Benefits||Protection Benefit||Death Benefit||Prospectus||Client Brochure||Learn More||Investment Options||Performance||Rates|
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.
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 and are available through licensed third parties. Fixed annuities are available through licensed, independent third parties.