AMONGParticipation Agreement • December 19th, 2006 • Phoenix Life Variable Accumulation Account • New York
Contract Type FiledDecember 19th, 2006 Company Jurisdiction
PARTICIPATION AGREEMENT -----------------------Participation Agreement • December 19th, 2006 • Phoenix Life Variable Accumulation Account • New York
Contract Type FiledDecember 19th, 2006 Company Jurisdiction
ARTICLE I. DEFINITIONSFund Participation Agreement • April 27th, 2006 • Phoenix Life Variable Accumulation Account • New York
Contract Type FiledApril 27th, 2006 Company Jurisdiction
Exhibit (4)(e) Form of Variable Annuity Contract [LOGO] PHOENIX --------------- ----------------------------------------------------------------- Primary Annuitant: John Doe 35 Male :Age and Sex Contract Number: 13000000 December 12, 1994 :Contract...Phoenix Home Life Variable Accumulation Account • November 29th, 1999
Company FiledNovember 29th, 1999
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...Phoenix Life Variable Accumulation Account • April 10th, 2009
Company FiledApril 10th, 2009
Exhibit 4(b) Form of ContractPhoenix Life Variable Accumulation Account • February 28th, 2003
Company FiledFebruary 28th, 2003
EXHIBIT 10(b) ACTUARIAL MEMORANDUMPhoenix Home Life Variable Accumulation Account • August 31st, 2001
Company FiledAugust 31st, 2001
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...Phoenix Life Variable Accumulation Account • April 10th, 2009
Company FiledApril 10th, 2009
AMONGParticipation Agreement • April 30th, 2008 • Phoenix Life Variable Accumulation Account • Connecticut
Contract Type FiledApril 30th, 2008 Company Jurisdiction
Exhibit 3bDealer Agreement • April 30th, 1997 • Phoenix Home Life Variable Accumulation Account • Connecticut
Contract Type FiledApril 30th, 1997 Company Jurisdiction
Exhibit 8Participation Agreement • April 30th, 1997 • Phoenix Home Life Variable Accumulation Account
Contract Type FiledApril 30th, 1997 Company
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
Contract Type FiledDecember 19th, 2006 Company Jurisdiction
Exhibit 10(c) ACTUARIAL MEMORANDUMPhoenix Life Variable Accumulation Account • February 15th, 2002
Company FiledFebruary 15th, 2002
logo]PHOENIX(R) BROKER-DEALER VARIABLE CONTRACT SUPERVISORY AND SERVICE AGREEMENT --------------------------------------------------------------------- ----------- Phoenix Equity Planning Corporation ("PEPCO"), the master servicer and distributor for...Supervisory and Service Agreement • April 25th, 2005 • Phoenix Life Variable Accumulation Account • Connecticut
Contract Type FiledApril 25th, 2005 Company Jurisdiction
Exhibit 24(b)(8)(14) Fund Participation Agreement Neuberger Berman Advisers Management Trust Neuberger Berman Management Inc. and Phoenix Life Insurance CompanyParticipation Agreement • December 19th, 2006 • Phoenix Life Variable Accumulation Account • New York
Contract Type FiledDecember 19th, 2006 Company Jurisdiction
WITNESSETH:Master Service and Distribution Compliance Agreement • April 29th, 2002 • Phoenix Life Variable Accumulation Account • New York
Contract Type FiledApril 29th, 2002 Company Jurisdiction
EXHIBIT (10)(b) ACTUARIAL MEMORANDUMExhibit • September 13th, 2001 • Phoenix Home Life Variable Accumulation Account
Contract Type FiledSeptember 13th, 2001 Company
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...Phoenix Life Variable Accumulation Account • April 10th, 2009
Company FiledApril 10th, 2009
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2021 • Nassau Life Variable Accumulation Account • New York
Contract Type FiledApril 30th, 2021 Company JurisdictionTHIS 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”)].
FUND PARTICIPATION AGREEMENTFund Participation Agreement • September 7th, 2007 • Phoenix Life Variable Accumulation Account • New York
Contract Type FiledSeptember 7th, 2007 Company JurisdictionTHIS 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.
WITNESSETH:Compliance Agreement • September 13th, 2001 • Phoenix Home Life Variable Accumulation Account • New York
Contract Type FiledSeptember 13th, 2001 Company Jurisdiction
BY AND AMONGParticipation Agreement • April 30th, 2008 • Phoenix Life Variable Accumulation Account • Ohio
Contract Type FiledApril 30th, 2008 Company Jurisdiction
POOL REINSURANCE AGREEMENT NO. 3008 EFFECTIVE JANUARY 1, 2000Reinsurance Agreement • April 30th, 2021 • Nassau Life Variable Accumulation Account
Contract Type FiledApril 30th, 2021 CompanyIn 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.
Exhibit 3c Form of Underwriting Agreement and Form of Dealer AgreementUnderwriting Agreement • April 30th, 1997 • Phoenix Home Life Variable Accumulation Account • Florida
Contract Type FiledApril 30th, 1997 Company Jurisdiction
CHECKING AND FINANCIAL RECORDKEEPING SERVICES AGREEMENTAgreement • February 10th, 2021 • Nassau Life Variable Accumulation Account • Delaware
Contract Type FiledFebruary 10th, 2021 Company JurisdictionTHIS 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
Contract Type FiledFebruary 10th, 2021 CompanyThis 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
Contract Type FiledFebruary 10th, 2021 Company JurisdictionThis 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...Reinsurance Agreement • April 30th, 2021 • Nassau Life Variable Accumulation Account • New York
Contract Type FiledApril 30th, 2021 Company JurisdictionIt 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, 1996Nassau Life Variable Accumulation Account • April 30th, 2021
Company FiledApril 30th, 2021All other terms, provisions and conditions of this Agreement will continue unchanged except as specifically revised in this Amendment.
WITNESSETH:Compliance Agreement • April 30th, 2002 • Phoenix Life Variable Accumulation Account • New York
Contract Type FiledApril 30th, 2002 Company Jurisdiction
AMENDMENT NO. 1 to PARTICIPATION AGREEMENTParticipation Agreement • April 29th, 2011 • Phoenix Life Variable Accumulation Account
Contract Type FiledApril 29th, 2011 CompanyThe 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:
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
Contract Type FiledApril 30th, 2021 Company
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
Contract Type FiledApril 30th, 2008 Company
Text in this agreement has been redacted, where such information is both not material and would likely cause competitive harm if publicly disclosed AMENDMENT TONassau Life Variable Accumulation Account • April 30th, 2021
Company FiledApril 30th, 2021This 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
Contract Type FiledSeptember 7th, 2007 CompanyThis 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”).