How the Phoenix Simplicity Index Life policy works

Phoenix Simplicity Index Life offers your clients the flexibility of allocating premiums to three distinct account options. Clients can request transfers and reallocations at any time, subject to policy restrictions. Please refer to the Phoenix Simplicity Index Life transaction request form.

Phoenix Simplicity Index Life - PDF Document

Phoenix Simplicity Index Life Field Underwriting Guide

You want to help your clients qualify and apply for Simplicity Index Life as quickly and easily as possible and it’s our goal to help you do it. That’s why we’ve created the following brief outline of nformation and directions. If you simply follow it step by step, you’ll streamline the process while providing the high quality of field underwriting we need to facilitate a fast response to your client’s application.

Underwriting Guide - PDF Document

Phoenix Simplicity Index Life

A simplified issue indexed product with permanent death benefit protection, cash accumulation potential and an application process that's easy and fast!

Phoenix Index Life - PDF Document

Simplicity Index Life

Help clients who need a death benefit replace an underperforming assetwith a chance for greater potential growth and limited risk.

Index Life - PDF Document

Simplified Issue Universal Life Insurance

Universal Life Insurance- PDF Document

Phoenix Joint Advantage UL

Dual coverage that’s flexible, reliable and affordable

Joint Advantage UL- PDF Document

Ensuring Spousal Protection

A Phoenix Joint Advantage UL policy is a cost-effective solution for couples who want to protect their financial security and build reliable cash value for long-term goals.

Ensuring Spousal Protection- PDF Document

Phoenix Joint Advantage UL Summary

Universal life insurance for two lives that pays a death benefit on the first death, featuring flexible premiums and cash accumulation potential

Joint Advantage UL Summary- PDF Document