Pacific Life can help you assist clients as they prepare to leave a legacy for family and loved ones using deferred annuities. These materials can be used to gain a better understanding of beneficiary distribution options and identify ways to help clients use death benefit options to protect beneficiaries.
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Help Enhance Heirs’ Inheritances Using a Roth IRA with Earnings Enhancement Death BenefitA strategy to fund a Roth IRA using a Pacific Life variable annuity with Earnings Enhancement Death Benefit (EEDB) for clients who are planning to pass assets to heirs. VAC1760-1122WDownload Email
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Help Preserve Wealth for Your BeneficiariesAssist clients in understanding the options available to them in directing how beneficiaries will receive their inheritance from a Pacific Life annuity. VLC1838-1122WDownload Email
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Help Offset Taxes for Your BeneficiariesA look at legacy strategies using a variable annuity with the Earnings Enhancement Death Benefit. VLC0867-1122Download Email
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Titling Options for Nonqualified Deferred Annuity ContractHelp clients understand how to title a nonqualified annuity to help meet their overall goals. VLC1470-0819Download Email
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Managing Your Beneficiaries' InheritancesDo you want to control access to the assets you leave to your beneficiaries without having to create a trust? You can be in control of your legacy beneficiary payout options with a variable annuit VLC1837-1020WDownload Email
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2022 Retirement Plan and Social Security Limits OverviewUse this quick-reference sheet to keep you and clients informed of changes to retirement plan and an Social Security Limits overview. VLC0889-0122Download Email
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2022 Federal Tax Amounts and LimitsUse this quick-reference sheet to keep you and clients informed of changes to federal tax amounts and limits. VLC0888-0122Download Email
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2023 Retirement Plan and Social Security Limits OverviewUse this quick-reference sheet to keep you and clients informed of changes to retirement plan and an Social Security Limits overview. VLC0889-0123Download Email
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2023 Federal Tax Amounts and LimitsUse this quick-reference sheet to keep you and clients informed of changes to federal tax amounts and limits. VLC0888-0123Download Email
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What’s Your Beneficiary-Planning IQ?MUC0537-0921Download Email
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CalculatorsRun product illustrations online or use our online calculators to assist in tax planning, retirement planning, distribution planning, and investment fee comparisons.
Want to Talk Further on this Topic?
The Retirement Strategies Group, subject-matter specialists with advanced degrees and designations such as CFA®, CFP®, ChFC®, CLU®, and JD, are ready to help.
Call
(800) 722-2333
In New York, (800) 748-6907
Email
RSG@PacificLife.com
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.
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.
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For financial professional use only. Not for use with the public.