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Home > Financial Services > Annuities > Phoenix
Phoenix
Phoenix defines wealth management in its broadest and, they believe, most appropriate sense as the business of helping affluent and high net worth individuals and businesses to accumulate, preserve and transfer their wealth.
All of their products, services and strategies are integrated to provide the most sophisticated solutions for all your financial planning needs. Throughout their 150 year history, the firm has been an innovator in offering professional advisors and their clients the right solutions to fit their wealth management plans.
Phoenix Investment Partners, Ltd., the asset management subsidiary of The Phoenix Companies, Inc., serves the needs of individual and institutional investors with a broad based portfolio of investment products and services.
Assets are managed by a variety of talented managers from their investment subsidiaries and carefully chosen outside sub advisers including all specializing in distinct and disciplined investment styles.
When your financial advisor recommends a plan for wealth preservation and transfer that includes a Phoenix life insurance policy, he or she is recognizing their innovation in product design and expertise in advanced planning for Estate transfer, Executive benefits, Retirement, Business succession and Philanthropic giving.
The firm offers distinctive annuity products to help meet your wealth management needs. Their advanced list of options includes Flexible product designs, more asset classes to meet specific investment needs, nationally known, professional money managers, and a variety of protection features.
Private placement variable life insurance and annuities can provide the high net worth with the traditional advantages of insurance coupled with unique investment options.
Private placement variable life insurance and variable annuities are limited issue, non registered life insurance and annuity products that may only be offered to accredited investors or qualified purchasers, as defined by federal securities law.
Philadelphia Financial Group, Inc., a wealth management affiliate of Phoenix, offers variable life insurance and annuity advisory strategies to the high net worth.
Working with your professional advisor, the firm is committed to delivering tailored wealth management solutions through a comprehensive selection of insurance, annuity and asset management products and services.
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