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Phoenix
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The Phoenix Companies, Inc. is a leading provider of life insurance and annuity products for the accumulation, preservation and transfer of wealth. The company offers a broad portfolio of products and services to help meet the needs of affluent and high-net-worth individuals and of institutions. Their products are available through a wide variety of third-party financial advisors and consultants.

With a history dating to 1851, Phoenix is publicly traded on the New York Stock Exchange under the symbol PNX. The Phoenix Companies, Inc. has two principal operating subsidiaries, Phoenix Life Insurance Company, and Phoenix Investment Partners, Ltd. The company also offers private placement insurance products through Philadelphia Financial Group, a wholly owned subsidiary.

Life Insurance

Phoenix sophisticated life insurance products, including variable universal life, universal life and term life, are designed to meet the diverse needs of business owners, corporate executives and affluent and high-net-worth individuals and families. Many of their products allow you to select from expertly managed product portfolios and integrate with your other wealth management needs, from estate or business planning to philanthropy.

Annuities

Phoenix offer an innovative array of deferred and immediate variable annuities designed to give you greater control in planning for your retirement. A high level of flexibility is built into their annuities so you can use these vehicles to address your personal wealth management goals, from philanthropy, to providing for your grandchildren's educational needs to helping pay the mortgage on a retirement home.

Private Placement

Through the Philadelphia Financial Group, they offer private placement variable life insurance and annuity products to accredited investors and qualified purchasers.

Mutual funds and variable products distributed by Phoenix Equity Planning Corporation (Hartford, CT).