Phoenix Quoting Made Better

10/1 FL Suitability Updates

Effective Friday, October 1,  a number of changes will be made
to comply with Florida suitability regulations.  Key among these:

• NAIC Buyers Guide and Product Disclosure must
  be provided to the applicant at the time of sale.
• Replacement form OL4394FL will be required for all new FL applications 
  in which the source of premium is derived from another insurance
  product.
• Suitability forms or side-by-side comparisons with a signature
  date more than 10 days old will not be accepted.

Click here for additional details and changes.

New Side-by-Side FIA Quotes!

Have you ever wanted to quote Phoenix’s Income Today and
Tomorrow options side by side?  

Great news – your wish is our command!

Now you can confidently recommend the best Phoenix income rider
for your clients’ needs. Our  quote enhancements allow you to view
20 years of income benefits for both GLWBs available with our fixed
indexed annuities*.

*This functionality is not available with Phoenix Personal
Protection Choice.

Webinar and Win!

Winning!  Join
our next Webinar for 5 proven income strategies for your clients
with great flexibility, competitive income and solid guarantees.  In
just 30 minutes we’ll demonstrate the approaches our most successful agents use to achieve top results.

Thursday, September 19 at 3 p.m. Eastern

Register Here

For Producer Use Only.  Not for use with the public as sales
literature.

Phoenix Indexed Annuities distributed by PHL Variable
Insurance Company (PHLVIC).  PHLVIC is not authorized to conduct
business in New York and Maine.  Member of the Phoenix Companies,
Inc.

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