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Phoenix in the News - recent articles

"Why fixed indexed annuities are continuing to increase in popularity"
InvestmentNews, March 15, 2016
Mark Fitzgerald, national sales manager at Saybrus Partners, discuss why advisors today, particularly in broker-dealer and bank channels, are well-positioned to increase their utilization of fixed indexed annuities in 2016. Read the full article here.

"Fixed Index Annuities Gaining Traction with Broker/Dealers, Banks"
Life & Health Advisor, February 23, 2016
Mark Fitzgerald, national sales manager at Saybrus Partners, offers insight into trends he expects in the FIA marketplace in 2016. Read the full article here.

"The Trends That Are Shaping Today's Wealth Transfer Policies"
California Broker, February 2016
Palmer Williams, national sales director at Saybrus Partners, discusses the economic, demographic and market factors that are creating greater opportunity for wealth-transfer planning and the role life insurance can play in meeting clients' objectives. Read the full article here on pages 38-39.

"Advisors and Clients Stuck in Strategies Ignoring Longevity"
Insurance News Net, December 2015
Mark Fitzgerald, national sales manager for Saybrus Partners who manages Phoenix's annuity distribution, discusses a Saybrus survey that showed financial professionals are still promoting accumulation strategies when older clients are most worried about outliving their funds. Read the full article here.

"Advisors could be overlooking strategy for pre-retiree and retiree clients"
BenefitsPro, October 21, 2015
Mark Fitzgerald, national sales manager for Saybrus Partners who manages Phoenix's annuity distribution, discusses a Saybrus survey that showed two-thirds of financial professionals say income distribution planning is a top client goal for pre- and recent retirees but less than a third recommend fixed and/or indexed annuities. Read the full article here.

"INProfile: Susan Winkler, Actuarial Boot Camp"
Life & Health Advisor, October 2, 2015
Susan Winkler, executive director of the Connecticut Insurance and Financial Services Cluster, talks about the actuarial boot camp held each summer to introduce talented math students to local opportunities for an actuarial career. Phoenix hosted the 2015 boot camp sessions. Read the full article here.

"Trends in Life Insurance"
Advisor Today, September 3, 2015
Kevin Kimbrough, principal, national sales at Saybrus Partners, discusses the trends shaping life insurance and how advisors can use life insurance in retirement planning. Read the full article here.

"Life Insurance Can Go A Long Way in Supporting A Client's Favorite Cause"
InsuranceNewsNet, August 17, 2015
Palmer Williams, national sales director at Saybrus Partners, discusses how advisors can help clients balance their desire to leave a legacy for their heirs with their desire to support a favorite cause, using life insurance. Read the full article here.

"How advisors can win in today's marketplace"
LifeHealthPro, June 2, 2015
Ed Friderici, managing director of Saybrus Partners, offers tips and tactics that top advisors use to grow their practices. Read the full article here.

"Selling Life Insurance Today"
Advisor Today, May 1, 2015
Kevin Kimbrough, principal, national sales at Saybrus Partners, is one of several industry experts discussing strategies that zero in on clients' concerns and expectations as they explore life insurance. Read the full article here.

"Life Insurance Trends: An Interview with Kevin Kimbrough"
California Broker, April 2015
Kevin Kimbrough, principal, national sales at Saybrus Partners, gives his take on the most important trends in the life insurance marketplace. Read the full article here.

"Top Tips for Selling Annuities"
Advisor Today, March/April 2015
Mark Fitzgerald, national sales manager for Saybrus Partners who manages Phoenix's annuity distribution, is one of several industry experts offering tips and ideas for selling annuities. Read the full article here.

"Carriers Tinker With Flexible Terms"
InsuranceNewsNet, February 24, 2015
Phoenix's newest term life insurance offering, Safe Harbor Term Life, is featured in this article on recent trends in the life insurance marketplace. Read the full article here.

"Phoenix Companies puts wearable wellness into practice"
Employee Benefit News, February 4, 2015
This article features Phoenix's employee wellness program that included providing Fitbits to all interested employees and organizing team step-tracking competitions. Read the full article here.

"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.

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©2001-2015 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.

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