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Phoenix Annuities

For over 165 years, Phoenix has been helping people protect their families and provide for the income they will need in retirement. And, as needs change, they are right there with new solutions.

Contract

 Contracting  

Click here to visit our fast, easy online contracting.

 Features  

Direct HO Access  Annualization  Downline Recruitment Allowed
  Requires E&O  Appointment Fees

How To Guide

 Website  

Click here to log into the Phoenix agent portal.

 Supplies  

To access supplies for Phoenix log into your agent portal and click on Applications & Forms under Quick Links on the right-hand side.

 Software  

There is no software for Phoenix annuities.

 New Business  

There are three ways to submit new business for Phoenix annuities.

  1. By emailing the application to [email protected]
  2. By faxing the application to 816-221-9674
  3. By mailing the application to the following address:

    Phoenix Annuity Mail Operations
    PO Box 8027
    Boston, MA 02266-2809

    To overnight an application please send to the following address:

    Phoenix Annuity Mail Operations
    30 Dan Rd. Suite 8027
    Canton, MA 02021-2809

Click here to view instructions on submitting applications.

 Underwriting  

There is no underwriting for Phoenix annuities.

 Forms  

To access forms for Phoenix log into your agent portal and click on Applications & Forms under Quick Links on the right-hand side.

 Quotes/Rates  

To quote Phoenix annuities log into your agent portal and click on Quotes & Illustrations under Quick Links on the right-hand side.

Click here to access MESSER's Annuity Quote Tool.

Commissions

 Commissions  

Commissions for Phoenix annuities are paid by the carrier.

Incentives

  Incentives  

Visit MESSER's Carrier Incentive Page to view all carriers offering an incentive trip.

Request Help

 Request Help  

Need help? Click here to request help today.