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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.

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Phoenix is also including information sheets on topics such as the history of U.S. estate tax legislation.

Phoenix has put the kit online in the professional advisor section on its Web site, at https://www.phoenixwm.phl.com/webapp/wmWebApp/UserLogin.jsp?pageid=page_advi_home