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Pacific Life Links Commission-Free Annuities to Morningstar® ByAllAccounts® Platform
New Collaboration Enables Real-Time View of Annuities Alongside Client Investment Portfolios
NEWPORT BEACH, Calif. (September 21, 2021)—Providing registered investment advisors (RIAs) with the best possible experience using its advisory annuities, Pacific Life today announced the availability of its commission-free products on the Morningstar® ByAllAccounts® (ByAllAccounts) platform. ByAllAccounts provides client account aggregation for holistic visibility into clients’ assets, helping financial professionals plan more comprehensively and pursue strong investment outcomes.
“RIAs like working with Pacific Life due to our solid industry reputation and advisory-centric products. Additionally, they’re looking for a seamless portfolio-management experience,” said Doug Mantelli, vice president of RIA strategy at Pacific Life. “To customize portfolios for their individual clients, financial professionals must use a wide range of investments. The Morningstar ByAllAccounts platform empowers them with a real-time view of Pacific Life’s advisory annuities alongside their clients’ other investments. The advantage of having all the information they need at their fingertips is a game changer.”
The collaboration with ByAllAccounts will allow financial professionals to easily monitor and bill on their clients’ tax-advantaged retirement-income solutions. RIAs also can manage a client’s entire portfolio of both taxable and tax-advantaged assets within a single advisor workstation. This feature makes it possible to construct a diversified and holistic retirement strategy.
Pacific Life’s dedicated RIA team, Pacific Life Advisory, is focused on creating competitive, fee-based annuities and helping financial professionals incorporate them into their practices. Simplified technology integrations are a priority, and the company continues to team up with new custodians and insurance-licensing firms to make it as easy as possible to include annuities in clients’ portfolios.
For more information about Pacific Life, its retirement solutions, and its newly announced collaboration with Morningstar ByAllAccounts, contact Jeremy Couch, director of Advisory Integrations for Pacific Life’s Retirement Solutions Division, at Jeremy.Couch@PacificLife.com. Explore the Pacific Life advisory website at www.PacificLifeAdvisory.com.
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 was named one of the 2021 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 2021 is compiled by Pacific Life using the 2021 FORTUNE 500® list.
2021 World’s Most Ethical Companies® is based on the Ethisphere Institute’s Ethics Quotient®. “World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC.
Pacific Life is not affiliated with Morningstar ByAllAccounts.