Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Life Health > Life Insurance

Pacific Life to Court RIAs Through TD Ameritrade: Annuity Distribution

By Allison Bell

X
Your article was successfully shared with the contacts you provided.

Pacific Life is now offering two fee-based annuities to independent registered investment advisers through TD Ameritrade.

(Related: 3 Life Distribtech Deals: SBLI, Pekin, AAA)

RIAs can use TD Ameritrade to help clients buy Pacific Life’s Pacific Odyssey advisory variable annuity and the company’s Pacific Index Advisory indexed annuity.

The indexed annuity is filed as a non-variable contract.

Pacific Life is distributing the annuities to RIAs through The Insurance Agency of TD Ameritrade LLC. To get the annuities through the agency, RIAs must use TD Ameritrade Institutional as a custodian, the company says.

Pacific Life is based in Newport Beach, California.

In other annuity distribution news:

Great American Life Insurance Company has agreed to offer annuities through a new annuities platform for wealth managers established by Simon Markets LLC.

Great American, which is based in Cincinnati, will be making indexed annuities and structured variable annuities through the platform, according to Simon Markets, which is based in New York.

Simon Markets says the new platform sits on the desktops of about 30,000 financial professionals.

Great American is the second insurer to offer products through the platform, Simon Markets says.

Allianz Life Insurance Company of North America is now feeding contract value data for all of its fixed and variable annuities directly into SS&C Technologies’ Black Diamond Wealth Platform.

The new data relationship means that the broker-dealers and the RIAs that use the platform can now see Allianz Life annuity contract values in real-time.

Eric Thomes, Allianz Life’s chief distribution officer, says in a comment on the relationship that real-time contract pricing data should help an RIA determine how an annuity will fit in a client’s financial strategy.

— Read Roper Agrees to Acquire iPipeline, a Key Life and Annuity Distribtech Provider, on ThinkAdvisor.

— Connect with ThinkAdvisor Life/Health on Facebook, LinkedIn and Twitter.

Allison Bell

Think_Allison

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.