SERVICES AGREEMENT THIS Services Agreement ("Agreement") is made this 8th day of July 1999, by and between Pacific Life & Annuity Co. ("PLA"), an Arizona corporation, and Pacific Life Insurance Company (PLIC), a California corporation. WHEREAS, PLA...Services Agreement • October 14th, 1999 • Separate Account a of Pacific Life & Annuity Co • Arizona
Contract Type FiledOctober 14th, 1999 Company Jurisdiction
EXHIBIT 8(a) FUND PARTICIPATION AGREEMENT ---------------------------- This Agreement is made the 1st day of January, 2000, by and among PACIFIC LIFE INSURANCE COMPANY (formerly Pacific Mutual Life Insurance Company) ("Pacific Life"), a life insurance...Fund Participation Agreement • August 1st, 2003 • Separate Account a of Pacific Life & Annuity Co • California
Contract Type FiledAugust 1st, 2003 Company Jurisdiction
Logo of Pacific Life & Annuity Company] Pacific Life & Annuity Company 700 Newport Center Drive Newport Beach, CA 92660 A Stock Company READ YOUR CONTRACT CAREFULLY This is a legal contract between you (the "Owner") and Pacific Life & Annuity Company...Contract • October 31st, 2002 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledOctober 31st, 2002 Company
EXHIBIT 8(b) ADDENDUM TO FUND PARTICIPATION AGREEMENT The Fund Participation Agreement, made the 1st day of January, 2000, and subsequently amended on January 28, 2000 by and among PACIFIC LIFE INSURANCE COMPANY (formerly Pacific Mutual Life Insurance...Fund Participation Agreement • December 3rd, 2001 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledDecember 3rd, 2001 Company
EXHIBIT 99.3(a) Distribution Agreement between PM Group Life Insurance Company and Pacific Mutual Distributors, Inc. ("PMD")Distribution Agreement • January 25th, 1999 • Separate Account a of Pm Group Life Insurance Co • Arizona
Contract Type FiledJanuary 25th, 1999 Company Jurisdiction
Pacific Life & Annuity Company 700 Newport Center Drive Newport Beach, CA 92660 A Stock Company READ YOUR CONTRACT CAREFULLY This is a legal contract between you (the "Owner") and Pacific Life & Annuity Company (hereinafter referred to as "we", "us",...Insurance Contract • August 1st, 2003 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledAugust 1st, 2003 Company
Participation AgreementParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledFebruary 16th, 2024 CompanyWith respect to the following agreement(s) (altogether, the “Agreement”) (please reproduce and complete table for multiple agreements):
ContractParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • California
Contract Type FiledFebruary 16th, 2024 Company JurisdictionWHEREAS, the Account is duly established and maintained as a segregated asset account, duly established by the Company, on the date shown for such Account on Schedule A hereto, to set aside and invest assets attributable to the aforesaid Contracts;
PARTICIPATION AGREEMENTParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Delaware
Contract Type FiledFebruary 16th, 2024 Company JurisdictionTHIS AGREEMENT, made and entered into as of the 1st day of December, 2008 (“Agreement”), by and among AIM Variable Insurance Funds, a Delaware Trust (“AVIF”), Invesco Aim Distributors, Inc., a Delaware corporation (“INVESCO AIM”), Pacific Life Insurance Company, a Nebraska life insurance company (“LIFE COMPANY”), on behalf of itself and each of its segregated asset accounts listed in Schedule A hereto, as the parties hereto may amend from time to time (each, an “Account,” and collectively, the “Accounts”); and Pacific Select Distributors, Inc., an affiliate of LIFE COMPANY and the principal underwriter of the Contracts (“UNDERWRITER”) (collectively, the “Parties”).
PARTICIPATION AGREEMENT Among VANGUARD VARIABLE INSURANCE FUND and THE VANGUARD GROUP, INC. and VANGUARD MARKETING CORPORATION and PACIFIC LIFE AND ANNUITY COMPANYParticipation Agreement • October 5th, 2020 • Separate Account a of Pacific Life & Annuity Co • Pennsylvania
Contract Type FiledOctober 5th, 2020 Company JurisdictionTHIS AGREEMENT, made and entered into as of the 12 day of May, 2020, by and among VANGUARD VARIABLE INSURANCE FUND (hereinafter the “Fund”), a Delaware business trust, THE VANGUARD GROUP, INC. (hereinafter the “Sponsor”), a Pennsylvania corporation, VANGUARD MARKETING CORPORATION (hereinafter the “Distributor”), a Pennsylvania corporation, and PACIFIC LIFE AND ANNUITY COMPANY, an Arizona corporation (hereinafter the “Company”), on its own behalf and on behalf of each segregated asset account of the Company named in Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”).
ContractParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Massachusetts
Contract Type FiledFebruary 16th, 2024 Company JurisdictionWHEREAS, the Company has registered or will register the Accounts as unit investment trusts under the 1940 Act (unless exempt therefrom);
PARTICIPATION AGREEMENT AMONG PACIFIC LIFE INSURANCE COMPANY, PACIFIC SELECT DISTRIBUTORS, INC., ALLIANCEBERNSTEIN L.P. AND ALLIANCEBERNSTEIN INVESTMENTS, INC. DATED AS OF MARCH 10, 2008Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York
Contract Type FiledFebruary 16th, 2024 Company JurisdictionTHIS AGREEMENT, made and entered into as of the 10th day of March, 2008 (“Agreement”), by and among Pacific Life Insurance Company, a Nebraska life insurance company (“Insurer”) (on behalf of itself and its “Separate Account,” defined below); Pacific Select Distributors, Inc., a California corporation (“Contracts Distributor”), the principal underwriter with respect to the Contracts referred to below; AllianceBernstein L.P., a Delaware limited partnership (“Adviser”), the investment adviser of the Fund referred to below; and AllianceBernstein Investments, Inc., a Delaware corporation (“Distributor”), the Fund’s principal underwriter (collectively, the “Parties”),
FUND PARTICIPATION AND SERVICE AGREEMENTFund Participation and Service Agreement • October 15th, 2013 • Separate Account a of Pacific Life & Annuity Co • California
Contract Type FiledOctober 15th, 2013 Company JurisdictionPacific Life Insurance Company (“Pacific Life”) and Pacific Life & Annuity Company (“Pacific Life & Annuity”) (hereinafter Pacific Life and Pacific Life & Annuity, separately and collectively, shall be called the “Insurance Company”), for itself and on behalf of one or more separate accounts of the Insurance Company (“Separate Accounts”), American Funds Distributors, Inc. (“AFD”), American Funds Service Company (“Transfer Agent”), Capital Research and Management Company (“CRMC”), and the American Funds Insurance Series (the “Series”), an open-end investment company for which AFD, CRMC and Transfer Agent provide services and which is divided into funds (hereinafter collectively called the “Funds” and, individually, a “Fund”), for good and valuable consideration, hereby agree on this 1st day of October 2013, that Class 4 shares of the Funds (“Class 4 Shares”) and Class P2 shares of the Funds (“Class P2 Shares” and together with Class 4 Shares, the “shares”) shall be made available to ser
ContractFund Marketing and Investor Service Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York
Contract Type FiledFebruary 16th, 2024 Company JurisdictionCompany, GEID and GE Asset Management Incorporated (“GEAM”) pursuant to which it purchases, holds, exchanges and redeems the Shares for its separate accounts.
EXHIBIT 8.(b) SERVICES AGREEMENT THIS Services Agreement ("Agreement") is made this 8th day of July 1999, by and between Pacific Life & Annuity Co. ("PLA"), an Arizona corporation, and Pacific Life Insurance Company (PLIC), a California corporation....Services Agreement • August 1st, 2003 • Separate Account a of Pacific Life & Annuity Co • Arizona
Contract Type FiledAugust 1st, 2003 Company Jurisdiction
ContractSelling Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledFebruary 16th, 2024 Company
ContractServices Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledFebruary 16th, 2024 Company
PARTICIPATION AGREEMENT By and Among PACIFIC LIFE INSURANCE COMPANY And GE INVESTMENTS FUNDS, INC. And GE INVESTMENT DISTRIBUTORS, INC. And GE ASSET MANAGEMENT INCORPORATEDParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York
Contract Type FiledFebruary 16th, 2024 Company JurisdictionTHIS PARTICIPATION AGREEMENT (this “Agreement”), made and entered into as of the 1st day of December, 2008, by and among PACIFIC LIFE INSURANCE COMPANY, organized under the laws of the state of Nebraska (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company named in Schedule 1 (Registered Accounts) and Schedule 2 (Unregistered Accounts) to this Agreement as may be amended from time to time (each account individually referred to as an “Account” and collectively referred to as the “Accounts”), GE INVESTMENTS FUNDS, INC., an open-end management investment company organized under the laws of the Commonwealth of Virginia (the “Fund”) on its own behalf and on behalf of the Portfolios named in Schedule 3 (Portfolios) to this Agreement (each portfolio individually referred to as a “Portfolio” and collectively referred to as the “Portfolios”); GE INVESTMENT DISTRIBUTORS, INC., a corporation organized under the laws of the State of Delaware (the “Distrib
READ YOUR CONTRACT CAREFULLYInsurance Contract • October 19th, 2009 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledOctober 19th, 2009 CompanyThis is a legal contract between you (the “Owner”) and Pacific Life & Annuity Company, a stock company (hereinafter referred to as “we”, “us”, “our” and the “Company").
ContractParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York
Contract Type FiledFebruary 16th, 2024 Company JurisdictionWHEREAS, the Company has registered interests under certain variable annuity contracts that are supported wholly or partially by the Account under the 1933 Act and that are listed in Schedule A hereto (“Contracts”); and
AMENDMENT NO. 1 PARTICIPATION AGREEMENTParticipation Agreement • April 23rd, 2012 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledApril 23rd, 2012 CompanyThe Participation Agreement (the “Agreement”), dated as of December 1, 2008, by and among AIM Variable Insurance Funds (“AVIF”), Invesco Aim Distributors, Inc., a Delaware corporation (“INVESCO AIM”), Pacific Life & Annuity Company, an Arizona life insurance company (“LIFE COMPANY”), on its behalf and on behalf of certain segregated asset accounts (“Accounts”) of the Company, and Pacific Select Distributors, Inc., an affiliate of LIFE COMPANY and the principal underwriter of the contract (“UNDERWRITER”). The parties now desire to further amend the Agreement by this amendment (the “Amendment”) which shall take effect May 1, 2012.
Administrative Services Agreement Franklin Templeton Services, LLC Pacific Life Insurance CompanyAdministrative Services Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledFebruary 16th, 2024 CompanyTHIS AGREEMENT, by and between Franklin Templeton Services, LLC (the “Fund Administrator”), and Pacific Life Insurance Company (the “Company”), concerning certain administrative services with respect to each series (“Fund” or “Funds”) of Franklin Templeton Variable Insurance Products Trust (the “Trust”), which Funds are specified in the Participation Agreement, as may be amended from time to time, among the Company, the Trust, and Franklin Templeton Distributors, Inc. (the “Underwriter”), among others, dated May 1, 2008, (the “Participation Agreement”).
ContractInvestor Services Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Virginia
Contract Type FiledFebruary 16th, 2024 Company Jurisdiction
ContractParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledFebruary 16th, 2024 CompanyPIMCO Investments LLC 1345 Avenue of the Americas New York, New York 10105 Attention: Chief Legal Officer Telephone: (212) 739-3000 Facsimile: (212) 739-3926 E-mail: IntermediaryAgtReviewTeam@pimco.com
Amendment No. 2 to Participation AgreementParticipation Agreement • April 18th, 2014 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledApril 18th, 2014 CompanyFranklin Templeton Variable Insurance Products Trust (the “Trust”), Franklin/Templeton Distributors, Inc. (the “Underwriter,” and together with the Trust, “we,” “our,” or “us”), Pacific Life and Anunity Company, and Pacific Select Distributors, Inc., your distributor (collectively, the “Company” “you” or “your”), on your behalf and on behalf of certain Accounts, (individually a “Party”, collectively, the “Parties”) have previously entered into a Participation Agreement dated May 1, 2008 and subsequently amended as of August 16, 2010, and further modified by an Addendum dated May 1, 2011 (the “Agreement”). The Parties now desire to amend the Agreement by this amendment (the “Amendment”). Unless otherwise indicated, the terms defined in the Agreement shall have the same meaning in this Amendment.
IN WITNESS WHEREOF, the undersigned has caused the Amendment to be executed as of May 1st, 2011.Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledFebruary 16th, 2024 Company
FUND PARTICIPATION AGREEMENTFund Participation Agreement • July 23rd, 2010 • Separate Account a of Pacific Life & Annuity Co • New York
Contract Type FiledJuly 23rd, 2010 Company JurisdictionTHIS FUND PARTICIPATION AGREEMENT (“Agreement”) made as of the day of , 2010, by and between Lord Abbett Series Fund, Inc. (the “Fund”) a Maryland Corporation, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a “Portfolio”) and collectively, the “Portfolios”) Lord Abbett Distributor LLC, a New York limited liability company (the “Distributor”), and Pacific Life Insurance & Annuity Company (the “Company”), a life insurance company organized under the laws of the State of Arizona.
BUSINESS AGREEMENTBusiness Agreement • October 15th, 2013 • Separate Account a of Pacific Life & Annuity Co • California
Contract Type FiledOctober 15th, 2013 Company JurisdictionTHIS AGREEMENT is entered into as of the 1st day of October, 2013 (the “Effective Date”) by and among Pacific Life Insurance Company (“Pacific Life”), a life insurance company organized under the laws of the State of California and Pacific Life & Annuity Company (“Pacific Life & Annuity”), a life insurance company organized under the laws of the State of Arizona, (hereinafter Pacific Life and Pacific Life & Annuity, separately and collectively, shall be called the (“Insurance Company”) (on behalf of itself and certain of its separate accounts); Pacific Select Distributors, Inc. (the “Distributor”), a corporation organized under the laws of the State of California; American Funds Distributors, Inc. (“AFD”), a corporation organized under the laws of the State of California; and Capital Research and Management Company (“CRMC”), a corporation organized under the laws of the State of Delaware.
SERVICE AGREEMENTService Agreement • July 23rd, 2010 • Separate Account a of Pacific Life & Annuity Co • New York
Contract Type FiledJuly 23rd, 2010 Company JurisdictionThis will confirm the terms of our agreement (the “Service Agreement”) dated as of , 2010, by and between the Lord Abbett Series Fund, Inc. (the “Fund”), on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, and Pacific Life Insurance & Annuity Company (the “Insurance Company”), implementing the terms and provisions of a service agreement with respect to shares of the Fund (the “Shares”).
The Underwriter: Franklin/Templeton Distributors, Inc. By: /s/ Thomas Regner Name: Thomas Regner Title: Senior Vice President The Company: Pacific Life Insurance Company By: /s/ Anthony J. Dufault Name: Anthony J. Dufault Title: Assistant Vice...Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledFebruary 16th, 2024 Company
AMENDMENT TO SERVICE CONTRACT between FIDELITY DISTRIBUTORS CORPORATION and PACIFIC SELECT DISTRIBUTOS, INC.Service Contract • April 24th, 2012 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledApril 24th, 2012 CompanyThe SERVICE CONTRACT (the “Contract”), made and entered into on the 1st day of July, 2005 by Fidelity Distributors Corporation and Pacific Select Distributors, Inc. is hereby amended effective August 10, 2007 as follows:
ContractService Contract • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledFebruary 16th, 2024 Company
Page ARTICLE I. Purchase and Redemption of Fund Shares 3 ARTICLE II. Representations and Warranties 4 ARTICLE III. Prospectuses, Reports to Shareholders and Proxy Statements; Voting 6 ARTICLE IV. Sales Material and Information 9 ARTICLE V. Fees and...Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Delaware
Contract Type FiledFebruary 16th, 2024 Company Jurisdiction• During this time, the Fund will develop, produce and pay for the Notice of Proxy and the Proxy Statement (one document). Printed and folded notices and statements will be sent to Company for insertion into envelopes (envelopes and return envelopes are provided by the Company and such cost is reimbursed by the Fund). Contents of envelope sent to Customers by the Company will include:
ContractParticipation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledFebruary 16th, 2024 CompanyIN WITNESS WHEREOF, each of the parties has caused its duly authorized officers to execute this Amendment effective as of May 1, 2010.
AMENDMENT TO PARTICIPATION AGREEMENT among FIDELITY DISTRIBUTORS CORPORATION, VARIABLE INSURANCE PRODUCTS FUND, VARIABLE INSURANCE PRODUCTS FUND II, VARIABLE INSURANCE PRODUCTS FUND III and PACIFIC LIFE & ANNUITY COMPANYParticipation Agreement • April 24th, 2012 • Separate Account a of Pacific Life & Annuity Co
Contract Type FiledApril 24th, 2012 CompanyThe PARTICIPATION AGREEMENT (the “Agreement”), made and entered into on the 4th day of February, 2005 by and among Pacific Life & Annuity Company, a Nebraska corporation (the “Company”), on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A to the Agreement as may be amended from time to time (each such account hereinafter referred to as the “Account”), and Fidelity Distributors Corporation, a Massachusetts corporation (the “Distributor”), Variable Insurance Products Fund, Variable Insurance Products Fund II and Variable Insurance Products Fund III, each a Massachusetts unincorporated business trust (collectively the “Funds”), as amended in April of 2007, is hereby further amended effective August 10, 2007 as follows: