Phoenix Life and Annuity
Phoenix offers fixed-index annuities (FIAs) that provide the guarantees of fixed annuities combined with the opportunity to earn interest based on potential market index gains – without directly participating in the market. Some of the features that are available to you through Phoenix FIAs are bonuses, various crediting methods, and allocation options that give you choices for your money. Phoenix Select Plus guaranteed fixed annuities offer your clients a retirement planning product that provides security, stability, and flexibility.
Phoenix offers innovative, highly competitive annuity products for your clients with the choice of several Indexed Annuities and Fixed Annuities to choose from, giving them greater opportunity for long term growth through diversification.
Products:
Index Select Bonus (10 years, 5% premium bonus)...
Index Select (10 years)...
Reflections Bonus 10 (10 years, 5% premium bonus)...
Reflections 10 (10 years)...
Reflections 7
(7 years)...
Select Plus MYGA (available in 4, 5, 7, and 10-year terms)...
and more...
Ratings
- “B++” (Good) by A.M. Best
- “BB” by Standard and Poor’s
- Index Select Bonus – a single premium fixed index annuity. A 5% premium bonus at issue, 10-year surrender charge period and index-linked interest potential with indices including: S&P 500, DJIA, DJ Euro Stoxx 50, and a balanced allocation
- Reflections Bonus 10 – a single premium fixed index annuity. A 5% premium bonus at issue, 10-year surrender charge period and index-linked interest potential with two unique crediting strategies: Domestic Look Back and Global Look Back
- Domestic Look Back: S&P500, NASDAQ 100, iShares Barclays Aggregate Bond Fund
- Global Look Back: S&P500, Euro Stoxx 50, iShares MSCI Hong Kong Index Fund
Guaranteed Fixed Annuity Products
- Phoenix Select Plus - 4, 5, 7, and 10-yr term fixed guaranteed rate annuities. Annual free withdrawals of up to 10% are allowed without surrender charge.
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