AMONGParticipation Agreement • December 19th, 2006 • Phoenix Life Variable Accumulation Account • New York
Exhibit 24(b)(8)(1)(d) Amendment No. 3 to Participation Agreement Among Franklin Templeton Variable Insurance Products Trust, Franklin Templeton Distributors, Inc., Phoenix Life Insurance Company and PHL Variable Insurance CompanyParticipation Agreement • December 19th, 2006 • Phoenix Life Variable Accumulation Account
Exhibit 3bBroker-Dealer Agreement • April 30th, 1997 • Phoenix Home Life Variable Accumulation Account • Connecticut
LOGO PHOENIX] PHOENIX LIFE INSURANCE COMPANY A Stock Company ------------------ -------------------------------------------------------------- The Phoenix Life Insurance Company ("the Company") agrees, subject to the conditions and provisions of this...Annuity Contract • April 10th, 2009 • Phoenix Life Variable Accumulation Account
AMONGParticipation Agreement • April 30th, 2008 • Phoenix Life Variable Accumulation Account • Connecticut
Exhibit 24(b)(8)(14) Fund Participation Agreement Neuberger Berman Advisers Management Trust Neuberger Berman Management Inc. and Phoenix Life Insurance CompanyFund Participation Agreement • December 19th, 2006 • Phoenix Life Variable Accumulation Account • New York
Exhibit 24(b)(8)(13) Participation Agreement Among Phoenix Life Insurance Company, Pimco Variable Insurance Trust, and Allianz Global Investors Distributors LlcParticipation Agreement • December 19th, 2006 • Phoenix Life Variable Accumulation Account • California
EXHIBIT 24(b)(4)(a) FORM OF VARIABLE ANNUITY CONTRACT FORM NO. D618 (PHOENIX DIMENSIONS(SM)) PHOENIX LIFE INSURANCE COMPANY -------------------------------- ------------------------------------------------ Dear Contract Owner: Thank You for purchasing...Variable Annuity Contract • June 20th, 2005 • Phoenix Life Variable Accumulation Account
logo]PHOENIX(R) BROKER-DEALER VARIABLE CONTRACT SUPERVISORY AND SERVICE AGREEMENT --------------------------------------------------------------------- ----------- Phoenix Equity Planning Corporation ("PEPCO"), the master servicer and distributor for...Broker-Dealer Supervisory and Service Agreement • April 25th, 2005 • Phoenix Life Variable Accumulation Account • Connecticut
WITNESSETH:Master Service and Distribution Compliance Agreement • April 30th, 2002 • Phoenix Life Variable Accumulation Account • New York
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2021 • Nassau Life Variable Accumulation Account • New York
THIS FUND PARTICIPATION AGREEMENT (“Agreement”) made as of the 8th day of April, 2021, by and between Calvert Variable Products, Inc. and Calvert Variable Series, Inc. (collectively, the “Corporations”), each a Maryland corporation, on its behalf and on behalf of each separate investment series thereof, whether existing as of the date above or established subsequent thereto, (each a “Portfolio” and collectively, the “Portfolios”), Eaton Vance Distributors, Inc. (the “Distributor”), and PHL Variable Insurance Company and Nassau Life and Annuity Company, each an insurance company organized under the laws of the State of Connecticut, Nassau Life Insurance Company, an insurance company organized under the laws of the State of New York (together, the “Insurers”), and 1851 Securities, Inc., a broker-dealer organized under the laws of Delaware (together, the “Company”)].
FORM OF AGREEMENTBroker-Dealer Variable Contract Supervisory and Service Agreement • September 13th, 2001 • Phoenix Home Life Variable Accumulation Account • Connecticut
FUND PARTICIPATION AGREEMENTFund Participation Agreement • September 7th, 2007 • Phoenix Life Variable Accumulation Account • New York
THIS AGREEMENT, made as of the 7th day of September, 2007, by and between the SENTINEL VARIABLE PRODUCTS TRUST (“TRUST”) a Delaware business trust, SENTINEL FINANCIAL SERVICES COMPANY (“DISTRIBUTOR”), a Vermont partnership, and PHOENIX LIFE INSURANCE COMPANY (“LIFE COMPANY”), a life insurance company organized under the laws of the State of New York.
Exhibit 10(c) ACTUARIAL MEMORANDUMActuarial Memorandum • February 15th, 2002 • Phoenix Life Variable Accumulation Account
LOGO PHOENIX] PHOENIX LIFE INSURANCE COMPANY A Stock Company ------------------ -------------------------------------------------------------- GUARANTEED MINIMUM WITHDRAWAL BENEFIT RIDER WITH EXTENDED CARE ENHANCEMENT This rider is a part of the...Guaranteed Minimum Withdrawal Benefit Rider • April 10th, 2009 • Phoenix Life Variable Accumulation Account
BY AND AMONGParticipation Agreement • April 30th, 2008 • Phoenix Life Variable Accumulation Account • Ohio
POOL REINSURANCE AGREEMENT NO. 3008 EFFECTIVE JANUARY 1, 2000Pool Reinsurance Agreement • April 30th, 2021 • Nassau Life Variable Accumulation Account
In accordance with the provisions of Article I, Participation in Reinsurance Pool this Agreement is hereby terminated for the placement of new business, effective July 1, 2002. Any policy in force before July 1, 2002 shall continue to be reinsured under the provisions of the Agreement until the termination or expiry of such policy.
LOGO PHOENIX] PHOENIX LIFE INSURANCE COMPANY A Stock Company ------------------ -------------------------------------------------------------- FLEXIBLE COMBINATION BENEFIT RIDER This rider is a part of the contract to which it is attached in...Flexible Combination Benefit Rider • April 10th, 2009 • Phoenix Life Variable Accumulation Account
CHECKING AND FINANCIAL RECORDKEEPING SERVICES AGREEMENTChecking and Financial Recordkeeping Services Agreement • February 10th, 2021 • Nassau Life Variable Accumulation Account • Delaware
THIS AGREEMENT (the “Agreement”) is entered into effective as of March 24, 2006, by and between Phoenix Life Insurance Company, a New York life insurance company (“Phoenix”), and PFPC Inc., a Massachusetts corporation (“PFPC”). Phoenix and PFPC are from time to time referred to collectively as the “Parties,” or individually, as a “Party.”
AMENDMENT NO. 1 TO CHECKING AND FINANCIAL RECORDKEEPING SERVICES AGREEMENTChecking and Financial Recordkeeping Services Agreement • February 10th, 2021 • Nassau Life Variable Accumulation Account
This Amendment No. 1 To Checking and Financial Recordkeeping Services Agreement, dated as of August 1, 2009 (“Amendment No. 1”), is being entered into by and between PNC Global Investment Servicing (U.S.) Inc. (“PNC”) and Phoenix Life Insurance Company (“Phoenix”).
AMENDMENT NO. 2 TO CHECKING AND FINANCIAL RECORDKEEPING SERVICES AGREEMENTChecking and Financial Recordkeeping Services Agreement • February 10th, 2021 • Nassau Life Variable Accumulation Account • Pennsylvania
This Amendment No. 2 To Checking and Financial Recordkeeping Services Agreement (“Amendment No. 2”), dated as of May 3, 2016 (“Effective Date”), is being entered into by and between BNY Mellon Investment Servicing (US) Inc. (“BNYM”) and Phoenix Life Insurance Company (“Phoenix”).
AMENDMENT to the POOL REINSURANCE AGREEMENT NO. 3118 Effective July 1, 2006 (hereinafter referred to as the “Agreement”) between PHOENIX LIFE INSURANCE COMPANY, East Greenbush, New York, USA (hereinafter referred to as the “Ceding Company”) and...Pool Reinsurance Agreement • April 30th, 2021 • Nassau Life Variable Accumulation Account • New York
It is understood that policies reinsured under this Agreement may increase or decrease due to normal attrition and changes to policy account values or contractual changes. This includes changes to the base policy and all riders. It is further understood that, with the exception of those policies listed in the attached Exhibit D1, the Reinsurer will accept 50% of the Net Amount At Risk that the Ceding Company has retained on any given life, up to the limits outlined below, which are the Ceding Company’s Retention Limits:
AMENDMENT to the VARIABLE ANNUITY GUARANTEED DEATH BENEFIT REINSURANCE AGREEMENT NO. 2636 EFFECTIVE JANUARY 1, 1996Variable Annuity Guaranteed Death Benefit Reinsurance Agreement • April 30th, 2021 • Nassau Life Variable Accumulation Account
All other terms, provisions and conditions of this Agreement will continue unchanged except as specifically revised in this Amendment.
AMENDMENT NO. 1 to PARTICIPATION AGREEMENTParticipation Agreement • April 29th, 2011 • Phoenix Life Variable Accumulation Account
The Participation Agreement dated April 1, 2008, by and among Phoenix Life Insurance Company, on behalf of itself and its Separate Accounts; Phoenix Equity Planning Corporation; AllianceBernstein L.P.; and AllianceBernstein Investments, Inc. (hereafter referred to as the “Agreement”) is hereby amended as follows:
Exhibit 3c Form of Underwriting Agreement and Form of Dealer AgreementUnderwriting Agreement • April 30th, 1997 • Phoenix Home Life Variable Accumulation Account • Florida
VARIABLE ANNUITY GUARANTEED DEATH BENEFIT REINSURANCE Effective Date of January 1, 1996 between Phoenix Home Life Mutual Insurance Company (East Greenbush, New York - Executive Offices in Hartford, Connecticut) and Connecticut General Life Insurance...Reinsurance Agreement • April 30th, 2021 • Nassau Life Variable Accumulation Account
AMENDMENT NO. 3 to the FUND PARTICIPATION AGREEMENT Amendment dated as of February 1, 2008 ("Amendment") to the Fund Participation Agreement made and entered into as of July 19, 1999, as amended (the "Agreement"), by and among Phoenix Life Insurance...Fund Participation Agreement • April 30th, 2008 • Phoenix Life Variable Accumulation Account
Text in this agreement has been redacted, where such information is both not material and would likely cause competitive harm if publicly disclosed AMENDMENT TOVariable Annuity Guaranteed Death Benefit Reinsurance Agreement • April 30th, 2021 • Nassau Life Variable Accumulation Account
This Amendment having an effective date of January 1, 2006 is made by and between Phoenix Home Life Mutual Insurance Company (now known as Phoenix Life Insurance Company) (“PLIC”), PHL Variable Insurance Company (“PHLVIC”) and Connecticut General Life Insurance Company (Connecticut General”).
AMENDED AND RESTATED ADMINISTRATION AND ACCOUNTING SERVICES AGREEMENTAdministration and Accounting Services Agreement • September 7th, 2007 • Phoenix Life Variable Accumulation Account
This Amended and Restated Agreement is made as of March 1, 2003 by and between PHOENIX LIFE INSURANCE COMPANY (formerly, Phoenix Home Life Mutual Insurance Company), a New York corporation (“PLIC”), and PFPC INC, a Massachusetts corporation (“PFPC”). This Agreement supercedes the Administration and Accounting Services Agreement between the parties dated as of March 1, 2001 (the “Superceded Agreement”).
Text in this agreement has been redacted, where such information is both not material and would likely cause competitive harm if publicly disclosed] AMENDMENT TOVariable Annuity Guaranteed Death Benefit Reinsurance Agreement • April 30th, 2021 • Nassau Life Variable Accumulation Account
This Amendment having an effective date of January 1, 2006 is made by and between Phoenix Home Life Mutual Insurance Company (now known as Phoenix Life Insurance Company) (“PLIC”), PHL Variable Insurance Company (“PHLVIC”) and Connecticut General Life Insurance Company (Connecticut General”).
AMENDMENT TO AMENDED AND RESTATED ADMINISTRATION AND ACCOUNTING SERVICES AGREEMENTAdministration and Accounting Services Agreement • September 7th, 2007 • Phoenix Life Variable Accumulation Account
This Amendment (the “Amendment”) is made as of the 1st day of January, 2005, by and between Phoenix Life Insurance Company, a New York corporation (“PLIC”), and PFPC INC., a Massachusetts corporation (“PFPC”).
Text in this agreement has been redacted, where such information is both not material and would likely cause competitive harm if publicly disclosed] SETTLEMENT AGREEMENT AND TREATY AMENDMENTSettlement Agreement and Treaty Amendment • April 30th, 2021 • Nassau Life Variable Accumulation Account
This Settlement Agreement and Treaty Amendment having an effective date of March 7, 2016 is made by and between Phoenix Home Life Mutual Insurance Company (now known as Phoenix Life Insurance Company) (“PLIC’’), PHL Variable insurance Company (“PHLVIC”); collectively, (“Phoenix”, a “Party”) and Connecticut General Life Insurance Company (“Connecticut General”, a “Party”).
Exhibit 8Product Development and Fund Participation Agreement • April 30th, 1997 • Phoenix Home Life Variable Accumulation Account
Amendment No 6 to the AUTOMATIC COINSURANCE AGREEMENT 3027 Effective March 3, 2000 between PHOENIX LIFE INSURANCE COMPANY, East Greenbush, New York, USA PHL VARIABLE INSURANCE COMPANY, Hartford, Connecticut, USA ANDAutomatic Coinsurance Agreement • April 30th, 2021 • Nassau Life Variable Accumulation Account
Exhibit C is amended effective from the inception of the Agreement, March 3, 2000, to include the current rate table attached herein. These rates apply to level term period and post level term periods. These rates have been in place and in effect for the entirety of this Agreement.
Information Sharing AgreementInformation Sharing Agreement • September 28th, 2007 • Phoenix Life Variable Accumulation Account • New York
This Agreement is entered into by and between Phoenix Life Insurance Company, PHL Variable Insurance Company, and Phoenix Life and Annuity Company (“Phoenix”) and the Sentinel Variable Products Trust (“Trust”) as of September 7, 2007 (“Effective Date”).
