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Portfolio > Asset Managers

Phoenix Releases Eight Model Financial Plans

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NU Online News Service, Jan. 3, 2:53 p.m. – The Phoenix Companies Inc., Hartford, has introduced eight new Phoenix LifePlan Strategies model plans.

The model plans are tools advisors can use to develop financial plans for wealthy clients, Phoenix says.

The new plans include a plan for parents of children with physical or mental handicaps; a plan for grandparents who want to leave assets to grandchildren; a plan for couples that want to leave assets to charity; an inheritance equalization plan, for families with hard-to-divide assets; a plan for reducing taxes on large individual retirement accounts; two plans for supporting widows or widowers; and a “standby trust” plan for clients who are not sure what they want to do.

Phoenix previously released four LifePlan plans in October.


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