Get the free Rider and Asset Allocation Options Request. Variable Annuity

RIDER AND ASSET ALLOCATION OPTIONS REQUEST for VARIABLE ANNUITIES CONTACT INFORMATION Pacific Life Insurance Company P.O. Box 2378 Omaha, NE 681032378 Owners: (800) 7224448 Fax: (888) 8378172 Website:

How to fill out rider and asset allocation

How to fill out rider and asset allocation

1. To fill out a rider, follow these steps:
2. Read the terms and conditions of the rider carefully to understand its purpose and benefits.
3. Gather all the required information, such as personal details, policy number, and any additional documentation needed.
4. Fill out the rider form accurately, providing all the requested information.
5. Double-check the filled-out form for any errors or missing information.
6. Review the completed rider form to ensure it aligns with your insurance policy.
7. Sign and date the rider form.
8. Submit the filled-out rider form to your insurance provider through the appropriate channels.
10. To allocate assets, follow these steps:
11. Assess your investment goals and risk tolerance to determine your asset allocation strategy.
12. Research and gather information about different asset classes and their potential returns and risks.
13. Determine the percentage of your portfolio you want to allocate to each asset class based on your investment strategy.
14. Open an investment account or work with a financial advisor to implement your asset allocation strategy.
15. Invest your funds according to the pre-determined asset allocation percentages.
16. Monitor and review your asset allocation periodically to ensure it stays in line with your investment goals.
17. Rebalance your portfolio if necessary by adjusting the allocation percentages based on market conditions or changes in your investment strategy.

Who needs rider and asset allocation?

1. Anyone who has an insurance policy may need a rider to customize their coverage. Individuals with specific needs, such as additional medical coverage or higher life insurance benefits, can benefit from adding a rider to their policy.
2. Asset allocation is important for any individual or entity looking to invest their funds. It helps to diversify investment risks and maximize potential returns. Individuals, companies, and organizations with investment portfolios or retirement accounts can benefit from implementing asset allocation strategies.

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