BY AND AMONGParticipation Agreement • April 27th, 2006 • Phoenix Life Variable Universal Life Account • Massachusetts
Contract Type FiledApril 27th, 2006 Company Jurisdiction
AMENDMENT NO. 4 TO PARTICIPATION AGREEMENT As of May 1, 2007 by and among Franklin Templeton Variable Insurance Products Trust Franklin/Templeton Distributors, Inc. PHL Variable Insurance Company Phoenix Life Insurance Company Phoenix Equity Planning...Participation Agreement • December 21st, 2007 • Phoenix Life Variable Universal Life Account
Contract Type FiledDecember 21st, 2007 Company
EXHIBIT 26 (i) (5) FOURTH AMENDMENT TO SERVICE AGREEMENT FOURTH AMENDMENT TO SERVICE AGREEMENT ------------------------------------- THIS AMENDMENT made as of the 13th of November, 2005 amends that certain AGREEMENT (the "Agreement") dated January 1,...Service Agreement • April 27th, 2006 • Phoenix Life Variable Universal Life Account
Contract Type FiledApril 27th, 2006 Company
EXHIBIT 26 (h) (9) Participation Agreement PARTICIPATION AGREEMENT -----------------------Participation Agreement • August 14th, 2006 • Phoenix Life Variable Universal Life Account • New York
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BY AND AMONGParticipation Agreement • April 30th, 2002 • Phoenix Life Variable Universal Life Account • Delaware
Contract Type FiledApril 30th, 2002 Company Jurisdiction
Exhibit 1.(A)(9)(c)(6) Participation Agreement Between Phoenix Home Life Mutual Insurance Company and The Alger American Fund and Fred Alger & Company, Incorporated PARTICIPATION AGREEMENT THIS AGREEMENT is made this 1st day of June, 2000, by and...Participation Agreement • April 29th, 2002 • Phoenix Life Variable Universal Life Account • New York
Contract Type FiledApril 29th, 2002 Company Jurisdiction
EXHIBIT 26 (h) (11) PARTICIPATION AGREEMENT AMONG PHOENIX LIFE INSURANCE COMPANY, LORD ABBETT SERIES FUNDS, INC. AND LORD ABBETT SERIES DISTRIBUTOR LLC FUND PARTICIPATION AGREEMENT THIS AGREEMENT made as of the 14th day of April, 2005, by and between...Participation Agreement • April 27th, 2006 • Phoenix Life Variable Universal Life Account • New York
Contract Type FiledApril 27th, 2006 Company Jurisdiction
AMENDED AND RESTATED PARTICIPATION AGREEMENT Among VARIABLE INSURANCE PRODUCTS FUNDS, FIDELITY DISTRIBUTORS CORPORATION and PHOENIX LIFE INSURANCE COMPANYParticipation Agreement • April 29th, 2010 • Phoenix Life Variable Universal Life Account • Massachusetts
Contract Type FiledApril 29th, 2010 Company JurisdictionTHIS AMENDED AND RESTATED AGREEMENT, made and entered into as of the 1st day of August, 2009 by and among PHOENIX LIFE INSURANCE COMPANY, (hereinafter the “Company”), a New York corporation, on its own behalf and on behalf of each segregated asset account of the Company set forth on Schedule A hereto as may be amended from time to time (each such account hereinafter referred to as the “Account”); and FIDELITY DISTRIBUTORS CORPORATION (hereinafter the “Underwriter”), a Massachusetts corporation; and each of VARIABLE INSURANCE PRODUCTS FUND, VARIABLE INSURANCE PRODUCTS FUND II, VARIABLE INSURANCE PRODUCTS FUND III and VARIABLE INSURANCE PRODUCTS FUND IV and VARIABLE INSURANCE PRODUCTS FUND V each an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each referred to hereinafter as the “Fund”).
EXHIBIT 26 (h) (11) FUND PARTICIPATION AGREEMENT FUND PARTICIPATION AGREEMENT THIS AGREEMENT, made as of the 1st day of May, 2006, by and between NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST ("TRUST") a Delaware business trust, NEUBERGER BERMAN...Fund Participation Agreement • August 14th, 2006 • Phoenix Life Variable Universal Life Account • New York
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AMENDED AND RESTATED FUND PARTICIPATION AGREEMENT Phoenix Life Insurance Company Wanger Advisors Trust Columbia Wanger Asset Management, LLPFund Participation Agreement • July 11th, 2008 • Phoenix Life Variable Universal Life Account • Massachusetts
Contract Type FiledJuly 11th, 2008 Company Jurisdiction
CONSENT TO ASSIGNMENT OF PARTICIPATION AGREEMENTConsent to Assignment • April 21st, 2009 • Phoenix Life Variable Universal Life Account
Contract Type FiledApril 21st, 2009 Company
EXHIBIT 26 (C)(2) FORM OF BROKER DEALER SUPERVISORY AND SERVICE AGREEMENTBroker Dealer Supervisory and Service Agreement • April 25th, 2005 • Phoenix Life Variable Universal Life Account • Connecticut
Contract Type FiledApril 25th, 2005 Company Jurisdiction
Exhibit 26(d) Policy Form Number V616Insurance Policy • February 9th, 2005 • Phoenix Life Variable Universal Life Account
Contract Type FiledFebruary 9th, 2005 Company
EXHIBIT (c)(1)Master Service and Distribution Compliance Agreement • April 30th, 2004 • Phoenix Life Variable Universal Life Account • New York
Contract Type FiledApril 30th, 2004 Company Jurisdiction
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2021 • Nassau Life Variable Universal Life 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”)].
FORM OF AGREEMENT BETWEEN PHOENIX EQUITY PLANNING CORPORATION AND REGISTERED BROKER/DEALERS WITH RESPECT TO THE SALES OF CONTRACTSBroker-Dealer Variable Contract Supervisory and Service Agreement • July 15th, 2003 • Phoenix Life Variable Universal Life Account • Connecticut
Contract Type FiledJuly 15th, 2003 Company Jurisdiction
AMENDED and RESTATED PRINCIPAL UNDERWRITING and DISTRIBUTION AGREEMENTPrincipal Underwriting and Distribution Agreement • April 26th, 2012 • Phoenix Life Variable Universal Life Account • New York
Contract Type FiledApril 26th, 2012 Company JurisdictionTHIS AGREEMENT, by and between Phoenix Life Insurance Company (“Phoenix”), a New York domiciled life insurance company, 1851 Securities, Inc. (“1851”), a Delaware corporation, shall be effective as of January 1, 2012.
FUND PARTICIPATION AGREEMENT THIS AGREEMENT made as of the 19th day of July, 1999 by and among BT Insurance Funds Trust ("TRUST"), a Massachusetts business trust, Bankers Trust Company ("ADVISOR"), a New York banking corporation, and Phoenix Home Life...Fund Participation Agreement • March 10th, 2000 • Phoenix Home Life Variable Universal Life Account /Ct/ • New York
Contract Type FiledMarch 10th, 2000 Company Jurisdiction
PARTICIPATION AGREEMENTParticipation Agreement • July 11th, 2008 • Phoenix Life Variable Universal Life Account • Massachusetts
Contract Type FiledJuly 11th, 2008 Company Jurisdiction
FUND PARTICIPATION AGREEMENT ---------------------------- This AGREEMENT is made this 15th day of July, 1999, by and between PHOENIX HOME LIFE MUTUAL INSURANCE COMPANY (the "Insurer"), a life insurance company domiciled in New York, on its behalf and...Fund Participation Agreement • March 10th, 2000 • Phoenix Home Life Variable Universal Life Account /Ct/ • Pennsylvania
Contract Type FiledMarch 10th, 2000 Company Jurisdiction
PRINCIPAL UNDERWRITING and DISTRIBUTION AGREEMENTPrincipal Underwriting and Distribution Agreement • April 29th, 2010 • Phoenix Life Variable Universal Life Account • New York
Contract Type FiledApril 29th, 2010 Company JurisdictionTHIS AGREEMENT, made effective as of February 5, 2009, by and between Phoenix Life Insurance Company (Phoenix), a New York domiciled life insurance company, and Phoenix Equity Planning Corporation (“PEPCO”), a Delaware corporation.
CONSENT TO ASSIGNMENT OF ADMINISTRATIVE SERVICES AGREEMENTAdministrative Services Agreement • April 21st, 2009 • Phoenix Life Variable Universal Life Account
Contract Type FiledApril 21st, 2009 Company
NOVATION OF AND AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 26th, 2012 • Phoenix Life Variable Universal Life Account
Contract Type FiledApril 26th, 2012 CompanyTHIS NOVATION OF AND AMENDMENT TO PARTICIPATION AGREEMENT made this 25th day of August, 2011, and effective as of the Effective Date (as defined below), by and among Allianz Global Investors Distributors LLC (“AGID”), PIMCO Investments LLC (“PI”), PIMCO Variable Insurance Trust (the “Fund”) and Phoenix Life Insurance Company (the “Company”).
PARTICIPATION AGREEMENT Among VIRTUS VARIABLE INSURANCE TRUST, VP DISTRIBUTORS, INC., PHOENIX LIFE INSURANCE COMPANY, PHL VARIABLE INSURANCE COMPANY, PHOENIX LIFE AND ANNUITY COMPANY andParticipation Agreement • April 29th, 2011 • Phoenix Life Variable Universal Life Account • Connecticut
Contract Type FiledApril 29th, 2011 Company JurisdictionTHIS AGREEMENT (“Agreement”) is made and entered into as of the 5th day of November, 2010, by and among Phoenix Life Insurance Company, PHL Variable Insurance Company and Phoenix Life and Annuity Company (together the “Company”) on their own behalf and on behalf of each of their separate accounts named in Schedule A, attached (“Accounts”), 1851 Securities, Inc. (“1851”), Virtus Variable Insurance Trust, formerly known as The Phoenix Edge Series Fund (“Fund”) and VP Distributors, Inc. (“Underwriter”).
Rule 22c-2 AgreementRule 22c-2 Agreement • April 29th, 2011 • Phoenix Life Variable Universal Life Account
Contract Type FiledApril 29th, 2011 CompanyAGREEMENT entered into as of November 5, 2010 by and among VP Distributors, Inc. (“Fund Agent”), Phoenix Life Insurance Company, PHL Variable Insurance Company, and Phoenix Life and Annuity Company (together “Insurance Company”), and 1851 Securities Inc.(“1851”).
CHECKING AND FINANCIAL RECORDKEEPING SERVICES AGREEMENTChecking and Financial Recordkeeping Services Agreement • February 10th, 2021 • Nassau Life Variable Universal Life 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 Universal Life 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 Universal Life 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”).
EXHIBIT 26 (h) (10) PARTICIPATION AGREEMENT PARTICIPATION AGREEMENT -----------------------Participation Agreement • August 14th, 2006 • Phoenix Life Variable Universal Life Account • California
Contract Type FiledAugust 14th, 2006 Company Jurisdiction
EXHIBIT 26(J)(4) INFORMATION SHARING AGREEMENT INFORMATION SHARING AGREEMENT 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...Information Sharing Agreement • September 25th, 2007 • Phoenix Life Variable Universal Life Account • New York
Contract Type FiledSeptember 25th, 2007 Company Jurisdiction
AMENDMENT TO PARTICIPATION AGREEMENTParticipation Agreement • April 29th, 2011 • Phoenix Life Variable Universal Life Account
Contract Type FiledApril 29th, 2011 CompanyThe Participation Agreement dated February 1, 2008, by and among Summit Mutual Funds, Inc., a Maryland corporation, Ameritas Investment Corp., a Nebraska corporation, Phoenix Life Insurance Company, a New York life insurance company, on behalf of itself and each of its segregated asset accounts listed in Schedule A of the Participation Agreement, and Phoenix Equity Planning Corporation, a Delaware corporation, as amended by a consent to assignment dated December 12, 2008 from Ameritas Investment Corp. to Calvert Distributors, Inc., a Delaware corporation, (hereafter referred to as the “Agreement”), is hereby amended as follows:
INVESTMENT PERFORMANCE CALCULATION AGREEMENTInvestment Performance Calculation Agreement • April 29th, 2011 • Phoenix Life Variable Universal Life Account • Connecticut
Contract Type FiledApril 29th, 2011 Company JurisdictionThis agreement is effective as of November 5, 2010 by and among The Phoenix Life Insurance Company, PHL Variable Insurance Company, and Phoenix Life and Annuity Company, (collectively, “Phoenix”), and Virtus Partners, Inc. a Delaware corporation (“Virtus”).
AMENDMENT No. 8 to the AUTOMATIC REINSURANCE AGREEMENT No. 2846 EFFECTIVE October 1, 1998 between PHOENIX LIFE INSURANCE COMPANY of East Greenbush, New York and PHL VARIABLE LIFE INSURANCE COMPANY of Hartford, Connecticut and PHOENIX LIFE AND ANNUITY...Automatic Reinsurance Agreement • April 30th, 2021 • Nassau Life Variable Universal Life Account
Contract Type FiledApril 30th, 2021 CompanyAll other terms, provisions and conditions of this Agreement will continue unchanged except as specifically revised in this Amendment.
AMENDMENT NO. 2 PARTICIPATION AGREEMENTParticipation Agreement • April 29th, 2011 • Phoenix Life Variable Universal Life Account
Contract Type FiledApril 29th, 2011 CompanyThe Participation Agreement (the “Agreement”) dated March 29, 2001 by and among AIM Variable Insurance Funds (Invesco Variable Insurance Funds), a Delaware Trust, Invesco Distributors, Inc., a Delaware Corporation, Phoenix Home Life Mutual Insurance Company, a New York life insurance company and Phoenix Equity Planning Corporation (“PEPCO”), a Connecticut based broker-dealer, (hereafter referred to as the “Agreement”) is hereby amended as follows:
FIRST AMENDMENT TO AMENDED AND RESTATED PARTICIPATION AGREEMENTParticipation Agreement • April 29th, 2010 • Phoenix Life Variable Universal Life Account • Massachusetts
Contract Type FiledApril 29th, 2010 Company JurisdictionThis FIRST AMENDMENT ( “Amendment”) is made and entered into as of the 1st day of August, 2009 by and among PHOENIX LIFE INSURANCE COMPANY (the “Company”), a New York corporation; FIDELITY DISTRIBUTORS CORPORATION (the “Underwriter”), a Massachusetts corporation; and each of VARIABLE INSURANCE PRODUCTS FUND, VARIABLE INSURANCE PRODUCTS FUND II, VARIABLE INSURANCE PRODUCTS FUND III, VARIABLE INSURANCE PRODUCTS FUND IV and VARIABLE INSURANCE PRODUCTS V, an unincorporated business trust organized under the laws of the Commonwealth of Massachusetts (each, a “Fund”)