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    Client Conversations: Adding An Annuity to an IRA

    On-Demand Webinar | 58 minutes| June 16, 2024

    Summary

    June is Annuity Awareness Month—an excellent time to discuss commonly asked questions about owning an annuity in an IRA. This webinar covers:

    • How adding an annuity to an IRA could help clients achieve certain financial goals.

    • Answers to questions about contributions, rollover choices, and IRA beneficiary planning.

    • Strategies to help clients navigate decisions about lifetime and death distributions in today’s tax environment. 
     

    Earn CE Credit

    Earn 1.0 CFP Board Continuing Education (CE) credit and/or 1.0 CIMA CE credit by watching this replay and taking the quiz. Ensure you meet the CE requirement by watching for a 50-minute hour and passing the quiz with at least an 80% score.

    Take the Quiz

    VLQ1945WP-2400

    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.

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