Investor Presentaiton
Retirement Solutions
We offer a broad and diversified range of products and solutions designed to help
individuals and families achieve asset growth, guaranteed lifetime income, and long-term
financial independence.
Strategy & Target Markets
.
·
Deliver exceptional customer experience and financial solutions that meet the needs of our
target markets (individuals, families & small businesses)
Grow core markets, broaden distribution, drive operational excellence, and enhance the
customer experience
Key Products
•
We offer a broad and diversified range of products and solutions designed to help
individuals and families achieve financial security, wealth accumulation, and guaranteed
lifetime income
Key product lines include Variable Annuities, Fixed Annuities and Structured Settlement
Annuities
Distribution Model
Distribution channels include independent financial professionals, financial
institutions, wirehouses, independent marketing organizations, brokerage general agencies,
and registered investment advisors
Business Mix by Premiums & Deposits¹
Variable
Annuities
40%
YTD
9/30/22
$6.4B
Fixed
Annuities
46%
Structured
Settlement
Annuities
14%
($ Billions)
Retirement Solutions Statutory Premiums & Deposits 1,2
$10.6
$9.4
$6.7
$6.1
$7.3
$6.5
$6.4
$5.5
2016
2017
2018
2019
2020
2021
YTD
9/30/21 9/30/22
YTD
In August 2022, the Company announced that it will combine the Life Insurance
Division and Retirement Solutions Division into a single, unified retail organization
1 Includes premiums and annuity considerations for life and accident and health contracts and deposits received for deposit-
type contracts, net of reinsurance
2 PRT business was transferred to Institutional effective 1/1/20. All prior periods presented include PRT business in
Retirement Solutions
PACIFIC LIFE
PLGFII - Investor Presentation (Q3 2022)
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