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Portfolio Management
In addition to the flexibility of setting up your own premium payment schedule and choosing the death benefit that is best for you and your family,1 a variable universal life insurance policy also allows you to allocate your net premium payments among a choice of investment options. A Pacific Life variable universal life insurance policy can give you access to a wide variety of premier portfolio managers.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York, and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each company is solely responsible for the financial obligations accruing under the products it issues, and its product and rider guarantees are backed by that company’s financial strength and claims-paying ability.
This material may only be used in New York.
Although some portfolios may have names or investment objectives that resemble retail mutual funds managed by the portfolio manager, these portfolios will not have the same underlying holdings or performance as the retail mutual funds.
1 Information about death benefit options, premium payment schedules, policy fees, charges, and limitations are listed in a product prospectus.
2 Analytic Investors is a co-portfolio manager (along with JP Morgan) of the Long/Short Large-Cap Portfolio.
3 The American Funds Growth-Income, American Funds Growth, and American Funds Asset Allocation portfolios of the Pacific Select Fund invest their assets in American Funds Insurance Series Growth-Income Fund, Growth Fund, and Asset Allocation Fund, respectively (each a Master Fund). Capital Research and Management Company is the investment adviser to the Master Fund.
4 Pacific Life Fund Advisors LLC (PLFA), the investment adviser to the Pacific Select Fund (PSF) and the manager of certain PSF portfolios, also does business under the name Pacific Asset Management and manages certain PSF portfolios under that name.
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Variable insurance products issued by Pacific Life and shares of Pacific Select Fund are distributed by Pacific Select Distributors, Inc. (member FINRA & SIPC), a subsidiary of Pacific Life & Annuity, and are available through licensed third party broker-dealers. Shares of BlackRock Variable Series Funds, Inc. are distributed by BlackRock Investment, LLC. Shares of Fidelity® Variable Insurance Products Funds are distributed by Fidelity Distributors Corporation. Shares of Janus Aspen Series are distributed by Janus Distributors LLC. Shares of Lazard Retirement Series, Inc. are distributed by Lazard Asset Management Securities LLC. Shares of Legg Mason Partners Variable Equity Portfolios are distributed by Legg Mason Investor Services, LLC. Shares of MFS Variable Insurance Trust are distributed by MFS Fund Distributors, Inc. Shares of Premier VIT are distributed by Allianz Global Investors Distributors LLC. Shares of T. Rowe Price Equity Series, Inc. are distributed by T. Rowe Price Investment Services, Inc. Shares of Van Eck Worldwide Insurance Trust are distributed by Van Eck Securities Corporation.
BlackRock Variable Series Funds, Fidelity Variable Insurance Products Fund, Janus Aspen Series, Lazard Retirement Series, Inc., Legg Mason Partners Variable Equity Portfolios, MFS Variable Insurance Trust, Premier VIT, T. Rowe Price Equity Series, and Van Eck Worldwide Insurance Trust are not affiliated with Pacific Life or Pacific Select Distributors, Inc. | | |
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