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Annuity Product Portfolio

Variable Products not available for new sales.

Phoenix provides an extensive portfolio of annuity products to financial advisors and their clients that are designed to address a range of retirement planning needs.

In compliance with state adoption of the 2010 NAIC Model Regulation on Suitability in Annuity Transactions, state and product training procedures are now in place for several states. View Annuity Training Requirements.
Fixed Indexed Annuities

click to expand or collaspePhoenix Personal Income Annuity (Policy Form 10FIA)

click to expand or collaspePhoenix Personal Protection ChoiceSM (Policy Form 10FIA)

click to expand or collaspePhoenix Personal Retirement ChoiceSM (Policy Form 10FIA)

1Your principal is protected against market losses and guaranteed under the base contract. An optional rider with fees deducted from the contract value which could potentially result in a loss of principal if the contract has had zero or very modest interest credits.

2Optional riders involve an added fee that is deducted from the contract value.

Please review this important information regarding annuities:

Although annuities may sometimes be sold by banks, they are not FDIC-insured, nor are they backed by the bank which sells the annuity.

Annuities should not be sold in qualified plans because of tax-deferral, but rather when other benefits, such as lifetime income payments, protection through the death benefits and guaranteed fees, support the recommendation.

S&P 500® is a registered trademark licensed for use by SPDJI and sublicensed for certain purposes by Phoenix Life Insurance Company. Phoenix products are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such products nor do they have any liability for any errors, omissions, or interruptions of the represented index(s).

The CS Tactical Multi Asset Index™ is sponsored and published by Credit Suisse. Phoenix has entered into an exclusive license agreement with Credit Suisse providing for the right to use the CS Tactical Multi Asset Index and related trademarks in connection with Phoenix indexed annuities. The annuities are not sponsored, endorsed, sold or promoted by Credit Suisse. Credit Suisse makes no representation or warranty, express or implied, regarding the advisability of investing in the annuities, and has no obligation or liability in connection with the administration, marketing or sale of Phoenix annuities.

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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.

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

Members of The Phoenix Companies, Inc.

Not all products and services described here are available in all states of the USA.