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  • Pacific Life Launches Advisory Variable Annuity at Schwab Advisor Services™

    October 8, 2019 by Pacific Life

    NEWPORT BEACH, Calif.–(BUSINESS WIRE)–Pacific Life has announced that Pacific Odyssey®, the company’s fee-based, advisory variable annuity, is now available to independent RIAs through Schwab Advisor Services.

    “We’re very excited to be working with Schwab Advisor Services to bring Pacific Odyssey to the independent RIA market,” says Brian Woolfolk, FSA, MAAA, senior vice president of sales and chief marketing officer for Pacific Life’s Retirement Solutions Division. “Pacific Odyssey is a cost-efficient1 option that can provide lifetime income for the clients of thousands of Schwab’s independent RIAs.”

    Pacific Odyssey offers individuals the ability to grow retirement savings through tax deferral, convert assets to lifetime retirement income, and leave a financial legacy through a guaranteed death benefit. RIAs can build a diversified portfolio that meets their clients’ needs and manage their investment strategies by transferring among a diverse selection of investment options.

    “We’re pleased to offer Pacific Odyssey through Schwab Advisor Services and expand the array of investment options available to RIAs,” said Jalina Kerr, senior vice president, Client Experience, Schwab Advisor Services. “This further serves our goal of providing solutions that help advisors best meet their clients’ unique financial needs.”

    The Schwab Annuity Concierge Service for Advisors is a dedicated team of licensed annuity consultants available to assist RIAs and their firms with annuity enrollment and provide ongoing support. There is no additional charge to RIAs who utilize the Schwab Annuity Concierge Service. The service simplifies the purchase process and paperwork, so RIAs can focus on growing their businesses.

    Independent RIAs who want to learn more about Pacific Odyssey are invited to call a Schwab Annuity Concierge Service team member at (888) 667-2145, option 2.

    Schwab Advisor Services, Charles Schwab Insurance Services and Pacific Life are separate, unaffiliated firms that are not responsible for each other’s services or policies.

    10.30% per year of each subaccount’s assets, deducted daily (0.15% mortality and expense risk charge; 0.15% administrative fee).

    About Pacific Life

    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 2019 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.

    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.

    You 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 are available from your financial professional or at www.PacificLife.com. Read them carefully before investing.

    Variable annuities are long-term investments designed for retirement. The value of the variable investment options will fluctuate so that shares, when redeemed, may be worth more or less than the original cost.

    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 company is solely responsible for the financial obligations accruing under the products it issues. Insurance product and rider guarantees are backed by the financial strength and claims-paying ability of the issuing company and do not protect the value of the variable investment options.

    Variable insurance products are distributed by Pacific Select DistributorsLLC (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.

    Contacts

    Steve Chesterman
    (949) 219-3243
    schesterman@pacificlife.com

    Originally Posted at Business Wire on October 8, 2019 by Pacific Life.

    Categories: Industry Articles
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