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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
April 10, 2008 at 11:26 AM
The Phoenix Companies Inc. will be selling a new no-load annuity through wirehouses, regional broker-dealers, financial institutions and other fee-based channels.
Phoenix, Hartford, developed the new Phoenix Portfolio Advisor Variable Annuity together with Jefferson National Life Insurance Company, a unit of Inviva Inc., Louisville, Ky.
The product is the result of an alliance the companies formed in October 2007 to develop low-cost annuities aimed at fee-based advisors.
The Portfolio Advisor contract, the first alliance product, will come with a flat insurance fee of $20 a month.
That compares with a typical VA insurance fee of 1.35% of asset value, according to Phoenix and Jefferson National.
To sell the contract, Phoenix will be using Jefferson National’s Web-based comparison, proposal and application tools.
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