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Phoenix Developers Tax Act Kit For Financial Advisors

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NU Online News Service, July 2, 4:20 p.m. – Phoenix Life Insurance Company, a subsidiary of The Phoenix Companies Inc., Hartford, has developed a kit for financial advisors who are trying to inform clients about the new Economic Growth and Tax Relief Act.

The kit includes a Microsoft Excel presentation that advisors can use to explain the act to clients, along with a script and Microsoft PowerPoint presentation that advisors can use to explain the changes in federal estate tax laws.