Doing Business with Pacific Life

Access all the infomation you need to begin or continue doing business with us. 

Financial Professionals New to Pacific Life

Are you a registered financial representative who would like to offer fixed and variable annuities from Pacific Life? If so, follow the steps below to get appointed with us.

 

1. Ensure your firm has a fully executed selling agreement with us. 

To sell Pacific Life products, your firm must have a fully executed selling agreement with us. Please contact your firm’s back office for confirmation of an active agreement prior to soliciting business.  If a fully executed agreement does not exist, your home office can contact our Strategic Accounts department to discuss requirements and to initiate the selling-agreement process.  

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Call: (800) 722-2333

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Call in New York: (800) 748-6907

2. Complete an appointment data sheet.

Once your firm 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 firm.

  • State appointment forms (if applicable).

Pacific Life's Appointment Data Sheet

3. Mail your appointment data sheet to us.  

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Pacific Life Insurance Company
P.O. Box 2378
Omaha, NE 68103-2378

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Pacific Life & Annuity Company
(in New York)
P.O. Box 2829
Omaha, NE 68103-2829

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All Overnight Deliveries
6750 Mercy Rd, 4h Floor
Omaha, NE 68106-2602

To email your appointment data sheet, reach us at AnnuityService@Pacificlife.com.

Financial Professionals Appointed at Pacific Life

Information and materials to help you continue working with us.

Pacific Life Status Tracker Guide
Compliance Reference Guide

MUQ0770-0224H

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.

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