Carrier Updates: Phoenix

  Rates effective August 1, 2015 have been published. Rates for Personal Protection Choice and Personal Retirement Choice will decrease this month. There are no changes to rates for Phoenix Personal Income Annuity. Please select the product below to view current rates. Phoenix Personal Income Annuity Phoenix Personal Protection Choice Phoenix Personal Retirement Choice For questions, please contact the Phoenix Annuity Sales Desk at… Read more »

  Rates effective April 1, 2015 have been published. There have not been any changes to rates this month. Please select the product below to view current rate flyers. Phoenix Personal Income Annuity Phoenix Personal Protection Choice Phoenix Personal Retirement Choice Phoenix Index Select Gold Bonus For questions, please contact the Phoenix Annuity Sales Desk at (888) 794-4447, option 1 or… Read more »

  Rates effective March 1, 2015 have been published. There have not been any changes to rates this month.Please select the product below to view current rate flyers.Phoenix Personal Income Annuity Phoenix Personal Protection Choice Phoenix Personal Retirement Choice Phoenix Index Select Gold Bonus For questions, please contact the Phoenix Annuity Sales Desk at (888) 794-4447, option 1 or visit… Read more »

  OPERATIONS BULLETIN February 23, 2015 NEW CS Tactical Multi Asset Index Account Now Available in California! California’s recent approval of our newest index means you can now use a single application in California for any of Phoenix’s four core fixed indexed annuities: Personal Income Annuity Personal Retirement Choice Personal Protection Choice Index Select Gold… Read more »

  Rates effective February 1, 2015 have been published. There have been changes to rates for nearly all accounts. Please select the product below to view current rate flyers. Phoenix Index Select Gold Bonus Phoenix Personal Income Annuity Phoenix Personal Protection Choice For questions, please contact the Phoenix Annuity Sales Desk at (888) 794-4447, option 1 or visit our website.

  OPERATIONS BULLETIN January 27, 2015 BLIZZARD OF 2015 OPERATIONS AND SALES SUPPORT UPDATE To ensure uninterrupted service through a major blizzard in our home office locations, Phoenix Operations and Sales teams have implemented business continuity procedures and  will be open on Tuesday, January 27.  Team members will continue to contract and assist agents, run quotes and illustrations, process applications, underwrite life applicants… Read more »

  OPERATIONS BULLETIN January 20, 2015 STATE AVAILABILITY UPDATES Effective January 20, 2015 Phoenix Personal Protection Choice is now available for sale in Alaska, Oregon and Washington. While the Care Protection enhanced guaranteed withdrawal benefit is not available in these states, this product also offers options for guaranteed lifetime income and an enhanced death benefit. Learn more about Personal Protection… Read more »

  Rates effective January 1, 2015 have been published. There have been changes to fixed indexed annuity rates for the following accounts: Monthly Point to Point (one year segment) with Cap One Year Point to Point with Participation Rate Please select the product below to view current rate flyers. Phoenix Index Select Gold Bonus Phoenix Personal Income Annuity Phoenix Personal… Read more »

  OPERATIONS BULLETIN Wednesday, December 24, 2014 State Specific Life & Annuity Forms Changes Impacting Florida and California annuity applications & New York life & annuity cross-border sales Updated Florida Suitability Questionnaire and Comparison Form – effective 1/5/15 Phoenix has recently updated its Florida suitability questionnaire and comparison form, consistent with state regulatory updates and upcoming product changes. Effective Monday January 5,… Read more »

      Phoenix is excited to announce the following product and operational enhancements effective Monday, October 20th. 1. A new, proprietary index managed by Credit Suisse, the CS Tactical Multi Asset Index™, with two associated uncapped indexed accounts with spread rates This Index is made up of a selection of up to 10 ETFs representing 4 asset classes: equities, fixed income,… Read more »

  Rates effective for May 1, 2014 have been published. There have been no rate changes. Please select the product below to view current rate flyers. Phoenix Index Select Gold Bonus Phoenix Personal Income Annuity Phoenix Personal Protection Choice Phoenix Select Plus For questions, please contact the Phoenix Annuity Sales Desk at (888) 794-4447, option 1 or visit our Partner… Read more »

  Rates effective for March 1, 2014 have been published. There have been no rate changes.  Please select the product below to view current rate flyers. Phoenix Index Select Gold Bonus Phoenix Personal Income Annuity Phoenix Personal Protection Choice Phoenix Select Plus For questions, please contact the Phoenix Annuity Sales Desk at (888) 794-4447, option 1 or visit our… Read more »

Join our next Webinar for 6 great plays using Phoenix Personal Protection Choice.  In just 30 minutes, we’ll present the key selling points of PPC as well as creative sales ideas to make 2014 a winning year for you and your clients!  Register today: Wednesday, January 22, 2014  11 a.m. Eastern Thursday, January 23, 2014… Read more »

  Join our next Webinar for 6 great plays using Phoenix Personal Protection Choice.  In just 30 minutes, we’ll present the key selling points of PPC as well as creative sales ideas to make 2014 a winning year for you and your clients!  Register today: Wednesday, January 22, 2014  11 a.m. Eastern Thursday, January 23,… Read more »

  New rates effective for January 1, 2014 have been published. There have been no rate changes since December.  Please select the product below to view current rate flyers. Phoenix Index Select Gold Bonus Phoenix Personal Income Annuity Phoenix Personal Protection Choice Phoenix Select Plus For questions, please contact the Phoenix Annuity Sales Desk at (888) 794-4447, option… Read more »

  ADDITIONAL 0.25% agent compensation on new fixed indexed annuity sales Applies to all applications signed and submitted by  December 31, 2013* Eligible products include: Phoenix Personal Income Annuity Phoenix Personal Protection Choice Phoenix Index Select Gold Bonus *Applications must be received by Phoenix in good order by January 8, 2014. Visit us on the Web Questions? We’re Here… Read more »

  There are 16 Days Left in 2013, Phoenix Wants to Help You Make This Your Best Year Yet 3 Great Sales Ideas in 8 Minutes – 4×4     – Doubler    – RMD Our New Brainshark will save you time and generate new business. Click on the image below to view our 8 minute Brainshark. Don’t… Read more »

  ADDITIONAL 0.25% agent compensation on new fixed indexed annuity sales DETAILS Applies to applications signed and submitted between September 16, 2013 and December 31, 2013* Eligible products include: Phoenix – Personal Income Annuity Phoenix – Personal Protection Choice Phoenix – Index Select Gold Bonus *Applications must be received by Phoenix in good order by January 8, 2014…. Read more »

When choosing an annuity or life insurance carrier, your clients want a company that stands the test of time. Phoenix’s 162-year history sets us apart from other carriers.  Founded in 1851, Phoenix has weathered economic downturns, led the industry with cutting-edge product developments and evolved to meet the changing needs of consumers.  Phoenix Historical Highlights:  Insured President Abraham Lincoln… Read more »

  Join our next Webinar for income strategies that offer great flexibility, competitive income and solid guarantees.  In just 30 minutes we’ll speak to Why Phoenix, Why Fixed Income Annuities and how you can address your clients’ needs with our suite of annuities and index crediting strategies. Also learn about our year-end compensation special on all… Read more »

    Phoenix Personal Income Annuity Features Income Guarantees That Grow Every Year1 Bonus each and every year for up to 20 years                     145% Benefit Base Bonus                                240% Benefit Base Bonus                          by Contract Year 3                                               by Contract year 10      Download a printable version of our Phoenix Wants the Best flyer. Call the Phoenix Annuity Sales… Read more »

  Join our next Webinar for income strategies that offer great flexibility, competitive income and solid guarantees.  In just 30 minutes we’ll speak to Why Phoenix, Why Fixed Income Annuities and how you can address your clients’ needs with our suite of annuities and index crediting strategies. Also learn about our year-end compensation special on… Read more »

Annuities That Feature Industry Leading Income  Whether your clients need Income today or Income tomorrow, you can be assured Phoenix Personal Income Annuity provides top income levels. With our recent reprice on November 1st, our income amounts are stronger than ever. Attend a webinar: Tuesday, Nov. 19 at 1:00pm Friday, Nov. 22 at 11:00am See how we… Read more »

  Annual Income Benefits — Today  Annual Income Benefits — Tomorrow  Values as of 11/1/13 and are subject to change.  Check out our recent product enhancements, run a quote today! Questions? Call our Sales Desk: 888-794-4447  Prior to recommending one annuity over another, you should consider all material aspects of the product such as: crediting options, rates/guaranteed rates,… Read more »

Effective November 1st, Phoenix has once again increased the Annual Benefit Amounts and cap rates for Personal Income Annuity and Personal Protection Choice!  Check Out Our Enhanced Benefits & Cap Rates: 1. RUN a PIA or PPC quote 2. ATTEND a webinar Thursday, November 7 at 12 p.m. Eastern Friday, November 8 at 12 p.m. Eastern 3. VIEW higher cap rates  If you have Phoenix Personal Income Annuity or Personal… Read more »

NOW AVAILABLE!! Increases to cap rates and many of the Annual Benefit Amounts for Phoenix Personal Income Annuity and  Phoenix Personal Protection Choice.  4 Easy Ways to Check Out Our Enhanced Benefits: 1. RUN a PIA or PPC quote 2. ATTEND a webinar Wednesday, November 6 at 1 p.m. Eastern Thursday, November 7 at 12 p.m. Eastern 3. ORDER new marketing materials – NEW rider case studies… Read more »

COMING FRIDAY!! Increases to cap rates and many of the Annual Benefit Amounts for Phoenix Personal Income Annuity and Phoenix Personal Protection Choice.  4 Easy Ways to Check Out Our Enhanced Benefits: 1. RUN a PIA or PPC quote (new benefits available 11/1) 2. ATTEND a webinar Friday, November 1st at 12 p.m. Eastern Monday, November 4th at 12 p.m. Eastern 3. ORDER new marketing… Read more »

  New rates effective for November 1, 2013 have been published. Please note: there have been enhancements to PIA and PPC rates. Please select the product below to view current rate flyers. Phoenix Index Select Gold Bonus Phoenix Personal Income Annuity Phoenix Personal Protection Choice Phoenix Select Plus For questions, please contact the Phoenix Annuity… Read more »

September 24, 2013 Marketing | Quotes | Applications & Forms | Sales Desk: 1-888-794-4447 Compensation Special Now Through Year-End! ADDITIONAL 0.25% agent compensation on new fixed indexed annuity sales Applies to applications signed and submitted between September 16, 2013 and December 31, 2013*   Eligible products include: Phoenix Personal Income Annuity Phoenix Personal Protection Choice Phoenix Index Select Gold Bonus  … Read more »

September 18, 2013 Marketing | Quotes | Applications & Forms | Sales Desk: 1-888-794-4447 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… Read more »

  Announcing an ADDITIONAL 0.25% agent compensation on new fixed indexed annuity sales DETAILS Applies to applications signed and submitted between September 16, 2013 and December 31, 2013* Eligible products include: Phoenix Personal Income Annuity Phoenix Personal Protection Choice Phoenix Index Select Gold Bonus *Applications must be received by Phoenix in good order by January… Read more »

  New rates effective for September 1, 2013 have been published. Please note: there have been enhancements to rates. Please select the product below to view current rate flyers. Phoenix Index Select Gold Bonus Phoenix Personal Income Annuity Phoenix Personal Protection Choice Phoenix Select Plus For questions, please contact the Phoenix Annuity Sales Desk at… Read more »