0001104659-24-024617 Sample Contracts

Participation Agreement
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co

With respect to the following agreement(s) (altogether, the “Agreement”) (please reproduce and complete table for multiple agreements):

AutoNDA by SimpleDocs
Contract
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • California

WHEREAS, 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 AGREEMENT
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Delaware

THIS 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”).

Contract
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Massachusetts

WHEREAS, 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, 2008
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York

THIS 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”),

Contract
Fund Marketing and Investor Service Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York

Company, GEID and GE Asset Management Incorporated (“GEAM”) pursuant to which it purchases, holds, exchanges and redeems the Shares for its separate accounts.

Contract
Selling Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
Contract
Services Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
PARTICIPATION AGREEMENT By and Among PACIFIC LIFE INSURANCE COMPANY And GE INVESTMENTS FUNDS, INC. And GE INVESTMENT DISTRIBUTORS, INC. And GE ASSET MANAGEMENT INCORPORATED
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York

THIS 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

Contract
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York

WHEREAS, 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

Administrative Services Agreement Franklin Templeton Services, LLC Pacific Life Insurance Company
Administrative Services Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co

THIS 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”).

Contract
Investor Services Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Virginia
Contract
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co

PIMCO 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

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
Service Contract • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
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

• 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:

Contract
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co

IN WITNESS WHEREOF, each of the parties has caused its duly authorized officers to execute this Amendment effective as of May 1, 2010.

DISTRIBUTION SERVICES AGREEMENT
Distribution Services Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Delaware

PACIFIC LIFE INSURANCE COMPANY, (“Insurer”) and INVESCO AIM DISTRIBUTORS, INC. (“Distributor”) (collectively, the “Parties”) mutually agree to the arrangements set forth in this Distribution Services Agreement (this “Agreement”) dated December 1, 2008.

ADMINISTRATIVE SERVICES AGREEMENT
Administrative Services Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Delaware

PACIFIC LIFE INSURANCE COMPANY (“INSURER”) and INVESCO AIM ADVISORS, INC. (“INVESCO AIM”) (collectively, the “Parties”) mutually agree to the arrangements set forth in this Administrative Services Agreement (the “Agreement”) dated as of December 1, 2008.

Contract
Shareholder Service Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co
Pacific Life Insurance Company Page 2 The Company represents and agrees that it will maintain and preserve all records as required by law to be maintained and preserved in connection with providing the Administrative Services, and will otherwise...
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co

This letter agreement may be executed simultaneously in counterparts, each of which taken together shall constitute one and the same instrument. In addition, this letter agreement may be amended only upon mutual consent of the parties hereto in writing and will terminate: (i) upon mutual agreement of the parties hereto, (ii) upon thirty (30) days advance written notice by either party delivered to the other party, or (iii) automatically upon the termination of the Participation Agreement.

AutoNDA by SimpleDocs
Contract
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • Massachusetts

WHEREAS, each Fund is registered as an open-end management investment company under the 1940 Act and its shares are registered under the Securities Act of 1933, as amended (hereinafter the “1933 Act”); and

Contract
Administrative Services Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York
Contract
Support Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co

Shares to exclusive or preferential treatment, access or participation within Participating Insurance Company’s distribution channels; and (iii) does not entitle the Fund Shares to inclusion on any “preferred,” “recommended” or “select” list, nor does it provide for preferential consideration in investment recommendations made to Participating Company’s Accounts. First Trust acknowledges that Participating Insurance Company may charge amounts in addition to the amounts described above for First Trust’s participation at Participating Insurance Company’s internal events, including seminars, conferences and meetings, and for expenses associated with certain of the services.

Contract
Fund Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co

IN WITNESS WHEREOF, each of the parties hereto has caused this Amendment to be executed in its name and behalf by its duly authorized representative as of the date specified above.

Contract
Distribution Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • California
Amendment No. 1 to Administrative Services Agreement
Administrative Services Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co

THIS AMENDMENT is made by and between Franklin Templeton Services, LLC (the "Fund Administrator") and Pacific Life Insurance Company (the "Company").

ADMINISTRATIVE SERVICES AGREEMENT
Administrative Services Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co • New York

THIS AGREEMENT is made this 25th day of March 2006, between FAM DISTRIBUTORS, INC., a broker-dealer registered as such under the Securities Exchange Act of 1934, as amended ("FAMD"), and PACIFIC LIFE INSURANCE COMPANY, a life insurance company organized under the laws of the state of Nebraska (the "Insurer").

AMENDMENT To PARTICIPATION AGREEMENT By and Among PACIFIC LIFE INSURANCE COMPANY And GE INVESTMENTS FUNDS, INC. And GE INVESTMENT DISTRIBUTORS, INC. And GE ASSET MANAGEMENT INCORPORATED
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co

THIS AMENDMENT, effective as of November 20, 2009, amends that certain Participation Agreement dated as of December 1, 2008 (the “Agreement”), by and among PACIFIC LIFE INSURANCE COMPANY, GE INVESTMENTS FUNDS, INC., GE INVESTMENT DISTRIBUTORS, INC. and GE ASSET MANAGEMENT INCORPORATED.

Contract
Participation Agreement • February 16th, 2024 • Separate Account a of Pacific Life & Annuity Co

IN WITNESS WHEREOF, each of the Parties has caused their duly authorized officers to execute this Addendum effective as of May 1, 2011.

Draft better contracts in just 5 minutes Get the weekly Law Insider newsletter packed with expert videos, webinars, ebooks, and more!