Pacific Life Annuities

Pacific Life

Financial Ratings

AM Best A+Stable
Fitch A+Stable

About Pacific Life

Pacific Life offers 10 annuity products tracked on our platform. Pacific Expedition 2 combines guaranteed principal protection with tax-deferred growth, multiple payout options for lifetime income, and award-winning customer service—offering a complete solution for converting savings into secure retirement paychecks.

Product Lineup

Expedition 2 with MVA

Annuity

Guaranteed Growth. Tax-Deferred. Lifetime Income.

Guaranteed Interest RatesRates higher for deposits of $100,000+
Tax DeferralExample: $100K grows to $180,611 pretax over 20 years at 3% vs. $149,765 after-tax in taxable investment
Purchase Payment GuaranteeFull protection of principal
Flexible WithdrawalsFirst withdrawal available after 30 days

Best for: Retirees and pre-retirees who prioritize safety and predictable income over mark...

Details

Expedition II

Annuity

Guaranteed rates. Tax-deferred growth. Lifetime income.

Guaranteed Interest RateRates vary; higher rates available for purchases of $100,000+
Tax DeferralHypothetical example: $100K at 3% grows to $180,611 after 20 years (vs. $149,765 taxable)
Purchase-Payment Guarantee100% of principal protection
Flexible WithdrawalsAccess starting as soon as 30 days after contract issue

Best for: Retirees and near-retirees who prioritize safety and predictable income over mar...

Details

Index Advisory

Fixed Indexed Annuity

Protected Growth. Market-Linked Returns. Lifetime Income.

Principal Protection100% protected
Interest-Crediting Options3 core options
Guaranteed Rate Period5 or 7 years
Tax-Deferred GrowthSignificant tax advantage

Best for: Conservative-to-moderate investors within 5-7 years of retirement who want princ...

Details

Index Edge

Fixed Indexed Annuity

Protected growth with index participation, no market risk

Guaranteed Minimum Surrender Value87.5–91% of purchase payments
Flexible Withdrawal Charge Periods5, 7, or 10 years
Annual Penalty-Free Withdrawal10% per year
Multiple Interest-Crediting Options1 fixed + 4 index-linked options

Best for: Retirees and near-retirees age 85 or younger who want principal protection with ...

Details

Pacific Advisory Fixed Indexed Annuity

Fixed Indexed Annuity

Protected Growth + Index Upside with No Market Risk

Principal Protection100% protected from market losses
Index-Linked Interest OptionsCustomizable annually on contract anniversaries
Fixed Account OptionRate guaranteed for one contract year
Tax-Deferred GrowthContinuous compounding until withdrawal

Best for: Conservative investors nearing or in retirement who want principal protection, t...

Details

Pacific Harbor

Multi-Year Guaranteed

Guaranteed growth. No market risk. No surrender charges.

Guarantee Term Options3-year or 5-year terms
No Surrender Charges0% surrender charges
Interest Rate BreakpointsLess than $200k or $200k+
Tax-Deferred GrowthTax-deferred until withdrawal

Best for: People nearing or in retirement who want guaranteed growth without market risk a...

Details

Pacific Index Dimensions

Fixed Indexed Annuity

Index-Linked Growth with Principal Guarantee

Principal Protection87.5% of purchase payments
Index-Linked Interest Crediting14 index options available
No Annual Fees$0 annual fees
Flexible Withdrawal Charges7 or 10-year options

Best for: Retirement investors who want index-linked growth potential with guaranteed prin...

Details

Pacific Index Foundation

Fixed Indexed Annuity

Protected Growth + Index Upside + Lifetime Income

Principal ProtectionGuaranteed minimum surrender value = 91% of purchase payments
Interest-Crediting OptionsCap-based or declared rate method available
Index ChoicesTwo index options; can split allocation
Initial Guaranteed PeriodAligns with withdrawal charge schedule

Best for: Conservative-to-moderate investors within 5-10 years of retirement who want prin...

Details

Pacific Index Foundation 2

Fixed Indexed Annuity

Protected growth linked to market indexes—no market risk

Principal ProtectionGuaranteed minimum surrender value
Index-Linked Growth Options6 indexes available with various crediting methods
Fixed Account OptionRate locked in at issue for 1, 5, 7, or 10 years
Tax DeferralExample: $100k grows to $212,424 after-tax in 20 years vs. $195,169 taxable

Best for: Retirees and near-retirees seeking principal protection, tax-deferred growth, an...

Details

Pacific Index Income

Fixed Indexed Annuity

Protected Growth + Guaranteed Lifetime Income

Principal Protection
Index-Linked Growth Options6 indexes
Interest-Crediting Options5 options
Lifetime Income Creator1.00% annual fee

Best for: Retirees or near-retirees seeking protected principal, tax-deferred growth, and ...

Details

Financial Ratings

Live from CANNEX

Rating Agency

A.M. Best

Rating

A

Description

Excellent

Effective

November 11, 2024

Rating Agency

Fitch

Rating

AA-

Description

Very strong

Effective

August 8, 2025

Rating Agency

Moody's

Rating

Aa3

Description

Excellent

Effective

November 6, 2025

Rating Agency

Standard & Poor's

Rating

AA-

Description

Very strong

Effective

April 3, 2025

Rating Analysis

Pacific Life is consistently rated in the upper 'A' category by major credit rating agencies, which reflects its strong financial stability and robust capitalization. These ratings demonstrate Pacific Life's excellent ability to meet its ongoing insurance obligations, supported by a well-diversified business model that spans life insurance, annuities, and investment products. The company's strong market position is enhanced by its broad distribution networks and diverse product offerings. The outlook for Pacific Life is typically stable, indicating a steady financial and operational outlook with minimal risk of negative changes in the near term.

Pacific Life Products

Free Comparison Report

Get Pacific Life's rate comparison report

See how Pacific Life's rates, ratings, and product features compare to other carriers — free PDF report.

Related Resources