PARTICIPATION AGREEMENT by and among DFA INVESTMENT DIMENSIONS GROUP INC., DIMENSIONAL FUND ADVISORS LP, DFA SECURITIES LLC PACIFIC LIFE INSURANCE COMPANY and PACIFIC LIFE & ANNUITY COMPANYParticipation Agreement • May 9th, 2019 • Pacific Select Exec Separate Acct Pacific Life Ins • Texas
Contract Type FiledMay 9th, 2019 Company JurisdictionTHIS AGREEMENT, made and entered into this ____ day of _____ 2014, by and among Pacific Life Insurance Company and Pacific Life & Annuity Company (hereinafter collectively referred to as the “Company”), on its own behalf and on behalf of segregated asset accounts of the Company that may be established from time to time (individually, an “Account” and collectively, the “Accounts”); DFA Investment Dimensions Group Inc. (the “Fund”); the Fund’s investment adviser, Dimensional Fund Advisors LP (the “Adviser”); and DFA Securities LLC (“DFAS”) (individually, a “Party” and collectively, the “Parties”).
AMENDMENT NO. 2 TO ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • May 9th, 2019 • Pacific Select Exec Separate Acct Pacific Life Ins
Contract Type FiledMay 9th, 2019 CompanyTHIS AMENDMENT NO. 2 TO ADMINISTRATIVE SERVICES AGREEMENT (“Amendment”) is made as of this 1st day of May, 2019, by and between PACIFIC LIFE INSURANCE COMPANY (“Insurer”), AMERICAN CENTURY INVESTMENT SERVICES, INC. (“Distributor”) and AMERICAN CENTURY SERVICES, LLC (“Transfer Agent”) (Distributor and Transfer Agent shall be collectively referred to as “American Century”). (Insurer and American Century shall be collectively referred to as the “Parties.”) Capitalized terms not otherwise defined herein shall have the meaning ascribed to them in the Agreement (defined below).
Amendment No. 2 to Servicing Agreement between Pacific Life Insurance Company and Lazard Asset Management Securities LLCServicing Agreement • May 9th, 2019 • Pacific Select Exec Separate Acct Pacific Life Ins
Contract Type FiledMay 9th, 2019 CompanyPacific Life Insurance Company and Lazard Asset Management Securities LLC (“Distributor”), have previously entered into a Servicing Agreement dated April 5, 2007, as amended (the “Agreement”). The parties now desire to amend the Agreement by this amendment (the “Amendment”).
FOURTH AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • May 9th, 2019 • Pacific Select Exec Separate Acct Pacific Life Ins
Contract Type FiledMay 9th, 2019 CompanyThis Fourth Amendment to Participation Agreement (“Amendment”) is entered into by and among Legg Mason Investor Services, LLC, (the “Distributor”), Legg Mason Partners Variable Equity Trust and Legg Mason Partners Variable Income Trust (each a “Fund”, collectively the “Funds”) and Pacific Life Insurance Company (the “Company”).
March 6, 2019 Russell Shipman Janus Capital Management LLCAdministrative Services Letter Agreement • May 9th, 2019 • Pacific Select Exec Separate Acct Pacific Life Ins
Contract Type FiledMay 9th, 2019 Company