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Phoenix in the News - recent articles

"34 ways to sell an annuity"
LifeHealthPro.com, January 28, 2015
Mark Fitzgerald, national sales manager for Saybrus Partners who manages Phoenix's annuity distribution, joins other advisors, marketers and experts who share their marketing strategies and annuity sales success stories. Read the full article here.

"Opportunities to Help Solve the Retirement Puzzle for the Middle Market"
NAFA Annuity Outlook, January 15, 2015
Mark Fitzgerald, national sales manager for Saybrus Partners who manages Phoenix's annuity distribution, explores how to reach under-served middle income Americans and help meet their retirement planning needs. Read the full article here.

"CT companies make progress in narrowing the gender gap"
Hartford Business Journal, January 12, 2015
Bonnie Malley, executive vice president and chief financial officer, is one of several leading executives featured in this article about opportunities for women in the Hartford region. Read the full article here.

"Outlook 2015: Annuity trends"
LifeHealthPro.com, December 30, 2014
Dana Pedersen, vice president and product officer, joins other industry experts in sharing insights on annuity product trends retirement advisors should monitor. Read the full article here.

"Hartford companies respond to employee work-life balance demands""
Hartford Business Journal, December 8, 2014
Some of Phoenix's family-friendly benefits and policies are featured in this article about leading Hartford corporations. Read the full article here.

"Phoenix FIAs Get an Exclusive Index"
InsuranceNewsNet, October 29, 2014
This article covers Phoenix's new, exclusive ETF-based index, licensed from Credit Suisse and available on the company's four best-selling fixed indexed annuities. Dana Pedersen, vice president and product officer, explains that adding the Credit Suisse index accounts to Phoenix's product portfolio provides producers and their clients with more indexing options to consider, and ones offering potentially higher upside. Read the full article here. Read the full article here.

"The Changing Landscape of Wealth Transfer""
LifeHealthPro, October 13, 2014
Palmer Williams, national sales director at Saybrus Partners, discusses how current estate tax laws and recent stock market gains have changed the landscape for wealth transfer and made it a opportune time to consider implementing a flexible legacy strategy using life insurance. Read the full article here.

"Seeing Opportunity and Going For It"
InsuranceNewsNet, October 9, 2014
This article covers Phoenix's new term life insurance offerings, Phoenix Safe Harbor Term Life and Term Life Express, and the independent marketing organizations and online call center that will distribute them. Mike Donovan, vice president and product officer, explains the product features, which include accelerated benefits riders, and what makes our distribution partnerships distinctive. Read the full article here.

"Are you selling products or providing solutions?"
ProducersWeb.com, September 23, 2014
Mark Fitzgerald, national sales manager for Saybrus Partners who manages Phoenix's annuity distribution, explains why focusing on basic needs and solutions is the best approach to helping clients plan for retirement. Read the full article here.

"The Annuity Conundrum"
Life & Health Advisor, September 2014
Mark Fitzgerald, national sales manager for Saybrus Partners who manages Phoenix's annuity distribution, discusses today’s annuity designs, the need for earlier education for pre-retirees, and the important role advisors play in getting this message through to their clients in time. Read the full article here.

"Views from the Top"
Hartford Business Journal, August 25, 2014
Bonnie Malley, Phoenix's executive vice president and chief financial officer, is one of several local Hartford, Conn., leaders asked for their views on the future of the city and what it will take to improve and prosper. Read the full article here.

"Q&A: Middle market trends for retirement planning needs"
ProducersWeb.com, June 19, 2014
Mark Fitzgerald, national sales manager for Saybrus Partners who manages Phoenix's annuity distribution, discusses trends in the middle market when it comes to planning for retirement, and how can advisors adapt to these changes and still meet the needs of their clients. Read the full article here.

"In Profile: Ed Friderici, Behavioral Trends"
Life & Health Advisor, June 2, 2014
Ed Friderici, Managing Director of Saybrus Partners who works with distributors of Phoenix's annuity products, shares his observations about decision making in the retirement planning process. Read the full article here.

"4Q FIA Sales Skyrocket As Investors Seek More Control Over Volatility"
InsuranceNewsNet, May 13, 2014
Dana Pedersen, Phoenix's vice president and product officer, discusses the features of fixed indexed annuities that make them attractive to consumers in today's marketplace. Read the full article here.

"Phoenix Companies unveils personal retirement choice annuity"
Insurance Business Review, February 20, 2014
Mark Fitzgerald, national sales manager for Saybrus Partners who manages Phoenix's annuity distribution, discusses Phoenix Personal Retirement Choice Annuity and how people who are underprepared for retirement want a product that will help address their savings shortfall and offer a lifetime income stream. Read the full article here.

"Must-Have Features for Annuity Sales"
Advisor Today, January/February 2014
This article covers the key findings from Phoenix's survey of annuity professionals on features they considered "must have" for annuities over the past year and which ones will be "must haves in the coming year. Guaranteed lifetime withdrawal benefits top the list for many. Read the full article here.

"Living with Longevity"
LifeHealthPro, November, 27, 2013
Mark Fitzgerald, national sales manager for Saybrus Partners who manages Phoenix's annuity distribution, offers perspective on the growing demand for products that offer guaranteed income in retirement. Read the full article here.

"Indexed Annuities Grow New 'Must Have' Features"
InsuranceNewsNet, October 29, 2013
This article covers key findings from Phoenix's survey of annuity professionals on features they considered “must haves” for annuities over the past year and which ones will be "must haves" in the coming year. Read the full article here.

"Hartford's Iconic 'Boat Building' Marks 50th Anniversary"
The Hartford Courant, October 18, 2013
This feature story and photo gallery looks back at the history of Phoenix's Hartford headquarters and how the company wound up building a architectural landmark in the city. Read the full article here.

"At 50, Hartford's Iconic 'Boat Building' At Nexus Of River Revival"
The Hartford Courant, October 16, 2013
Architect Tyler Smith praises Phoenix's landmark headquarters and the role the company has played in promoting downtown Hartford development over the last 50 years. Read the full article here.

"Q&A: Phoenix Companies CIO Talks Life Distribution Trends"
Insurance Innovation Reporter, September 26, 2013
John Presch, Phoenix's chief information officer, discusses the market forces and technology improvements driving increased adoption of e-app, e-signature, automated underwriting and other improvements in life insurance distribution. Read the full article here.

"How Financial Advisors Can Add The Life Insurance Dimension"
Financial Advisor, August 12, 2013
Kevin Kimbrough, principal, national sales at Saybrus Partners, offers tips to financial advisors on how to expand their practices to include life insurance sales. Read the full article here.

"Hitting Up the Middle: Producers Can Seize New Opportunities in the Middle Market"
Life & Health Advisor, August 1, 2013
Tom Buckingham, Phoenix's executive vice president, product development and operations, writes about why there has never been a better time for producers to capitalize on opportunities in the middle market. Read the full article here.

"Obamacare boosts employer wellness programs"
HartfordBusiness.com, July 22, 2013
Phoenix is featured in this article on the growing popularity of employer wellness programs. The company has offered multipronged wellness programs to its employees since 2010, including on-site healh screenings, exercise and nutrition classes as well as financial incentives to participate. Read the full article here.

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©2001-2014 The Phoenix Companies, Inc.

Insurance and annuities issued by Phoenix Life Insurance Company (PLIC) (East Greenbush, NY), PHL Variable Insurance Company (PHLVIC) (Hartford, CT) and Phoenix Life and Annuity Company (PLAC) (Hartford, CT). PHLVIC is not authorized to conduct business in NY and ME. PLAC is not authorized to conduct business in CA, GA, MA, ME, MN, NH, and NY and not authorized to conduct variable universal life insurance business in ID and LA. The insurers referenced are separate entities and each is responsible only for its own financial condition and contractual obligations.

Securities distributed by 1851 Securities, Inc. (Hartford, CT), member FINRA.

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