PHOENIX SALES NET
Sales Support: 888-794-4447

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News & Updates

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Recent News


December 12, 2017: DOL Fiduciary Rule Update

Read the Operations Bulletin for full details. 


December 1, 2017: Phoenix Simplicity Index Life to Retire on 12/15/17

See the Operations Bulletin for full details.


December 1, 2017: November FIA Rates Now Available

See Rates page for current rates on specific products.


November 30, 2017: December Webinar Series

Register now for the December FIAs Webinar Series. 


September 27, 2017: Register now for October Webinar Series

Register for this month's series on PIA and PPC sales ideas.


September 6, 2017: Annuity Product Enhancements Effective 9/11/2017

Read the Operations Bulletin for details. 


August 15, 2017: A New Look is Coming for Phoenix SalesNet

Read more details about the new desgin and content available on August 19. 


June 28, 2017: Updates to Phoenix Remembrance Life

Read the Operations Bulletin for details. 


June 6, 2017: IMPORTANT NOTICE: DOL Fiduciary Rule and Doing Business with Phoenix After June 9

Read Notice for details and important transition dates. 


May 1, 2017: New Phoenix Corporate Website

We've launched a new corporate website - https://www.nsre.com/phoenix featuring a new design and several enhancements for consumers. PhoenixSalesNet.com remains our primary Website for agents, with product information and new business resources. Click here for details.


September 19, 2016: We have a new look - New Phoenix logo

Click here for more information.


September 17, 2016: Account Value Statements Now Available

Click here for more information. 

Need help? Click here for step by step guide. 


June 20, 2016: Message from CEO Regarding Acquisition by Nassau Re

Read the full CEO Letter

Product Alerts


Reminder: Transition Deadline is 2/10 for Life Applications

See the Operations Bulletin for details. 


Introducing CS Tactical Multi Asset Index™ and 4th Quarter Operational Enhancements

Phoenix is excited to announce the following product and operational enhancements effective Monday, October 20. 
1. A new, proprietary index managed by Credit Suisse, the CS Tactical Multi Asset Index™, with two associated uncapped indexed accounts with spread rates
2. Standardization of indexed accounts across all products
3. New illustration capability for Personal Income Annuity & Personal Protection Choice
4. Streamlined application and disclosure documents
 
Read full details. 
 
View presentation on Phoenix Indexed Annuity Crediting Strategies. 
 

Operations Bulletins (older)


2017


January 23, 2017: Updates to Life Applications Effective 1/28

Read the Operations Bulletin for details. 


2016


October 15, 2016: Updates to Suitability Guidelines for Fixed Indexed Annuity Sales

Read the Operations Bulletin for details.


September 28, 2016: Important Annuity New Business Updates

Read the Operations Bulletin for details. 



February 22, 2016 - Important Key Dates, including Leap Day Reminder

Read the Operations Bulletin for details.


January 25, 2016- Enhancements and Changes for Phoenix Annuities and Suitability

Read the Operations Bulletin for details.


2015


December 11, 2015 - Important Updates for Life Premium Payment Options and Web Reporting

Read the Operations Bulletin for details.


November 23, 2015 - Important Updates to Phoenix Annuity Disbursements Forms

Read the Operations Bulletin for details.


October 30, 2015 - Important Updates to Annuity Suitability Forms

Read the Operations Bulletin for details.


August 28, 2015 - Life Premium Drafting Options Changes

Read the Operations Bulletin for details.


August 21, 2015 - New Maximum Illustrated Rates for Phoenix Simplicity Index Life

Read the Operations Bulletin for details. 



June 30, 2015 - Updated Annuity Application and Enhancements to Desktop Illustration Tool

Read the Operations Bulletin for details. 


May 18, 2015 - Annuity Suitability and Non Resident Sales Forms Reminders & Enhancements

Read Operations Bulletin for details.


April 15, 2015 - Announcing Streamlined Product Portfolio and Income Benefit Amount Changes

Read the Operations Bulletin for details. 


March 4, 2015 - Complete Required Training for the New CSTMAI Account by April 1 and Be Entered to Win a Free iPad!

Read the Operations Bulletin for details. 


February 24, 2015 - CS Tactical Multi Asset Index Accounts are Now Available in California

Read Operations Bulletin for details. 


January 20, 2015 - Phoenix Personal Protection Choice is now available for sale in Alaska, Oregon and Washington

Read the Operations Bulletin for details. 


January 5, 2015 - Changes to FIA Products in FL now effective

Effective January 5, in the state of Florida, certain changes have been made to Phoenix fixed indexed annuities.
Premium bonus and surrender charge schedules now vary based on the issue age of the oldest contract owner. Click here for full details.

Sales Support: 888-794-4447

©2016 The Phoenix Companies, Inc.

Insurance and annuities issued by Phoenix Life Insurance Company (PLIC) (East Greenbush, NY), and PHL Variable Insurance Company (PHLVIC) (Hartford, CT) . PHLVIC is not authorized to conduct business in NY and ME. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations.

Saybrus Partners, Inc. (Hartford, CT) (dba Saybrus Partners Insurance Agency in California), CA License # 0G81229.

Members of The Phoenix Companies, Inc., a Nassau Re Company.

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

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