��Ӱҵ Teams Up with SS&C’s Black Diamond® to Create the First Joint Advisory Trade Management Platform

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

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��Ӱҵ Teams Up with SS&C’s Black Diamond® to
Create the First Joint Advisory Trade Management Platform

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NEWPORT BEACH, Calif. – Oct. 16, 2023 – ��Ӱҵ today announced its collaboration with the SS&C Black Diamond® 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' ��Ӱҵ advisory variable annuities.

“RIAs 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’ve made that happen,” said Jeremy Couch, ��Ӱҵ’s advisory integrations solutions director. “RIAs can leverage Black Diamond’s technology directly on the ��Ӱҵ platform in a way that’s familiar to them. It’s a much faster and easier process.”

In addition to a streamlined portfolio-management process, ��Ӱҵ Trade Management powered by the SS&C Black Diamond® Wealth Platform features robust trading capabilities such as portfolio modeling and trading. ��Ӱҵ 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. ��Ӱҵ’s advisory annuities have no surrender fees and allow RIAs to bill their advisory fees of up to 1.50% annually directly on their clients’ annuities without creating a taxable event or reducing benefits. Our advisory annuities also offer access to institutionally priced investment options.

“We’re proud to be the first annuity provider to team up with industry giant Black Diamond to offer this kind of advanced trade-management platform,” said Doug Mantelli, a vice president in ��Ӱҵ’s Consumer Markets Division. “As a leader in the RIA channel, we’re continuously innovating to make doing advisory annuity business with ��Ӱҵ a refreshingly different experience for RIAs.”

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

About ��Ӱҵ
For more than 150 years, ��Ӱҵ 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, ��Ӱҵ offers innovative products and services that provide value and financial security for current and future generations. ��Ӱҵ was named one of the 2023 World’s Most Ethical Companies® 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.

Advisory fee withdrawals are limited to 1.50% of the annuity contract’s 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.

��Ӱҵ, 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.

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

��Ӱҵ is unaffiliated with SS&C Technologies Holdings, Inc., SS&C Advent, Black Diamond, and their affiliates.

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

The home office for ��Ӱҵ & Annuity Company is located in Phoenix, Arizona. The home office for ��Ӱҵ is located in Omaha, Nebraska.

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