Investment Options

Available with Variable Annuities

 

Each client is unique. Their investment strategy should be, too.

We’ve designed our investment lineup so you can serve a wide range of client needs, goals, and preferences. Clients can:

  • Mix and match any combination of investment options to customize their portfolios as they see fit.
  • Select among a variety of broadly diversified asset allocation strategies.
  • Use individual investment options to create their own portfolios.
 

 

Choice, Simplicity, and Low Cost

Whichever approach your clients select, you’ll find that investment options available through Pacific Life variable annuities provide:

 

Choice

  • More than 100 investment options
  • 40 investment styles
  • 30 well-known and respected investment managers
 

Simplicity

  • The same core investment options across many of our products
  • Target-risk and asset allocation options for a turnkey approach to diversification

Low Cost

  • 60 investment options with net fund expenses1 of less than 1%.
 

Diversification Made Easy: Asset Allocation Strategies

When investing for the long term, diversification is a key strategic consideration. While it cannot guarantee future results, ensure a profit, or protect against loss, diversification can be an important factor in managing the effects of market volatility and maximizing investment returns.

Pacific Life offers a variety of asset allocation strategies that give your clients a simple, turnkey approach to diversification.

  • Portfolio Optimization Portfolios Portfolio Optimization Portfolios are managed by a dedicated multi-asset-class solutions team, offering one-step diversification for your clients' variable annuity investment options.
  • Asset Allocation Funds Pacific Life variable annuities offer a variety of asset allocation funds across multiple disciplines from well-known and respected investment managers.
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Pacific Life has helped millions of people achieve their retirement goals for more than 150 years. Let's talk about how we can help you build the future your clients envision.

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For more information, including the gross expense ratio, waivers, and/or expense reimbursements, see the applicable fund prospectus. Expenses are subject to change.
 

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.

The value of the variable investment options will fluctuate so that shares, when redeemed, may be worth more or less than the original cost.

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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.

No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency