麻豆传媒

Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, 麻豆传媒 offers resources and products designed to meet your personal and family goals.

Support your workforce with innovative employee benefits and retirement solutions. 麻豆传媒 partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

Simplify complex retirement and pension risk management with our tailored solutions for large organizations. 麻豆传媒 specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

Empower your clients with confidence by leveraging 麻豆传媒鈥檚 comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

  • Individuals

    Discover financial solutions that protect your future and provide peace of mind. Whether you're exploring annuities, life insurance, or understanding employee benefits through your workplace, 麻豆传媒 offers resources and products designed to meet your personal and family goals.

  • Employers

    Support your workforce with innovative employee benefits and retirement solutions. 麻豆传媒 partners with business owners, benefits administrators, and pension fund managers to create customized programs that attract and retain top talent while securing their financial future.

  • Institutions

    Simplify complex retirement and pension risk management with our tailored solutions for large organizations. 麻豆传媒 specializes in working with institutions to address their unique challenges, offering expertise in pension de-risking and strategic retirement planning for a more secure future.

  • Financial Professionals & Brokers

    Empower your clients with confidence by leveraging 麻豆传媒鈥檚 comprehensive portfolio of financial products. From annuities to life insurance, we provide the tools, resources, and support to help financial advisors and brokers deliver exceptional value and long-term results.

Media Contact:
Jesse Page
(949) 219-4575
jpage@pacificlife.com

麻豆传媒 Teams Up with SS&C鈥檚 Black Diamond庐 to
Create the First Joint Advisory Trade Management Platform

NEWPORT BEACH, Calif. 鈥 Oct. 16, 2023 鈥 麻豆传媒 today announced its collaboration with the SS&C Black Diamond庐 Wealth Platform, a prominent portfolio-management and data-integration provider, to offer Registered Investment Advisors (RIAs) a streamlined experience for managing the investment options in their clients' 麻豆传媒 advisory variable annuities.

鈥淩IAs told us they wanted the ability to manage and trade the investment options in our advisory variable annuities similar to how they manage their everyday investment portfolios. With the help of Black Diamond, we鈥檝e made that happen,鈥 said Jeremy Couch, 麻豆传媒鈥檚 advisory integrations solutions director. 鈥淩IAs can leverage Black Diamond鈥檚 technology directly on the 麻豆传媒 platform in a way that鈥檚 familiar to them. It鈥檚 a much faster and easier process.鈥

In addition to a streamlined portfolio-management process, 麻豆传媒 Trade Management powered by the SS&C Black Diamond庐 Wealth Platform features robust trading capabilities such as portfolio modeling and trading. 麻豆传媒 expects to see a swift uptick in the number of RIAs using its advisory variable annuities now that barriers to using these tax-deferred strategies have been removed.

Industry-wide, many commission-free annuities have become easier and more transparent for RIAs to use and are growing in popularity. 麻豆传媒鈥檚 advisory annuities have no surrender fees and allow RIAs to bill their advisory fees of up to 1.50% annually directly on their clients鈥 annuities without creating a taxable event or reducing benefits. Our advisory annuities also offer access to institutionally priced investment options.

鈥淲e鈥檙e proud to be the first annuity provider to team up with industry giant Black Diamond to offer this kind of advanced trade-management platform,鈥 said Doug Mantelli, a vice president in 麻豆传媒鈥檚 Consumer Markets Division. 鈥淎s a leader in the RIA channel, we鈥檙e continuously innovating to make doing advisory annuity business with 麻豆传媒 a refreshingly different experience for RIAs.鈥

For more information about 麻豆传媒 Trade Management powered by the SS&C Black Diamond Wealth Platform, contact Jeremy Couch at Jeremy.Couch@PacificLife.com.

About 麻豆传媒
For more than 150 years, 麻豆传媒 has helped millions of individuals and families with their financial needs through a wide range of life insurance products and annuities, 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, 麻豆传媒 offers innovative products and services that provide value and financial security for current and future generations. 麻豆传媒 was named one of the 2023 World鈥檚 Most Ethical Companies庐 by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit .

About SS&C Technologies
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the world. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

漏 2023 SS&C Technologies Holdings, Inc. The Black Diamond Wealth Platform is a product of SS&C Advent.

Advisory fee withdrawals are limited to 1.50% of the annuity contract鈥檚 cash value for the calendar year. Advisory fee withdrawals greater than 1.50% are not allowed. Withdrawals from the contract to pay advisory fees will reduce the contract value.

麻豆传媒, 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.

麻豆传媒 is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

麻豆传媒 is unaffiliated with SS&C Technologies Holdings, Inc., SS&C Advent, Black Diamond, and their affiliates.

麻豆传媒 refers to 麻豆传媒 and its affiliates, including 麻豆传媒 & Annuity Company. Insurance products can be issued in all states, except New York, by 麻豆传媒 or 麻豆传媒 & Annuity Company. In New York, insurance products are only issued by 麻豆传媒 & 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 麻豆传媒 and an affiliate of 麻豆传媒 & Annuity Company.

The home office for 麻豆传媒 & Annuity Company is located in Phoenix, Arizona. The home office for 麻豆传媒 is located in Omaha, Nebraska.

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