Planning Strategies

Explore strategies for income planning, wealth transfer, healthcare, and more. 

Icon

Employer-Sponsored Plans

Information to help clients who are business owners offer their employees an Individual(k), SIMPLE IRA, SEP-IRA, or TSA/403(b).

Icon

Healthcare

All the latest on guiding your clients through the intricacies of healthcare planning in retirement.

Icon

Income Planning

Strategies for helping clients create protected, lifetime income through the art and science of retirement-income planning.

Icon

Individual Retirement Accounts

Discover the nuances among the various types of individual retirement accounts including traditional IRAs, inherited IRAs, and Roth IRAs.

Icon

Nonqualified Annuities

Strategies for using nonqualified annuities for charitable or trust planning and guidance on how to approach contract structuring.

Icon

Retirement Planning for Women

Access education and tools focused on helping you connect with female clients and supporting their unique financial needs.

Icon

Social Security

Resources and tools focused on Social Security retirement benefits and optimal claiming strategies.

Icon

Tax Management

Modern strategies to help clients reduce the effects of taxation on their long-term savings and investment options. 

Icon

Wealth Transfer

Tactics and tools to help you guide clients with leaving a legacy to loved ones or a charity.

Consult with Our Professionals on Your Toughest Cases

 

Members of our highly credentialed Retirement Strategies Group are available to consult with you regarding complex retirement-planning, wealth-transfer, and tax-management strategies.

 
Contact the Team
See Ways We Can Help

VLQ0952-0224H

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.

Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC.

Pacific Life refers to Pacific Life Insurance Company and its subsidiary Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company and in all states by Pacific Life & Annuity Company. Product/material 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 and an affiliate of Pacific Life & Annuity Company. 

The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.

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

For financial professional use only. Not for use with the public.

This website or its third-party tools use cookies, which are necessary to its functioning and are required to achieve the purposes illustrated in our online privacy policy.