Get Appointed with Pacific Life

Are you a registered financial representative who would like to offer fixed and variable annuities from Pacific Life?

If so, you will need to get "appointed" with us.

 

Check with Your Broker/Dealer

To sell Pacific Life products, your broker/dealer must have a fully executed selling agreement with us. If they don't, ask them to contact Pacific Life at (800) 722-2333 or in New York at (800) 748-6907. A customer service representative will be happy to initiate the selling-agreement process.

Complete a Pacific Life Appointment Data Sheet

Once your broker / dealer has a selling agreement with Pacific Life, fill out an Appointment Data Sheet. Mail or fax it to us along with a copy of:

  • Your state insurance license(s) for each state in which you will do business.
  • Your FINRA Central Registrations Depository (CRD) Status Report that reflects your current Broker/Dealer.
  • State appointment forms (if applicable).

You'll find mailing and faxing information on page 1 of the Appointment Data Sheet.

To begin your journey, download the Pacific Life Appointment Data Sheet.

 
 

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