AMONGParticipation Agreement • April 30th, 2008 • PHL Variable Accumulation Account • Connecticut
ARTICLE I. DEFINITIONSFund Participation Agreement • April 27th, 2006 • PHL Variable Accumulation Account • New York
Exhibit 4(a) Form of Variable Annuity Contract [LOGO] PHOENIX ----------------- --------------------------------------------------------------- Primary Annuitant: John Doe 35 Male :Age and Sex Contract Number: 13000000 December 12, 1994 :Contract Date...PHL Variable Accumulation Account • July 30th, 1999
Exhibit 4(a)PHL Variable Accumulation Account • May 11th, 2000
FORM OF CONTRACTPHL Variable Accumulation Account • June 20th, 2005
BY AND AMONGParticipation Agreement • February 20th, 2007 • PHL Variable Accumulation Account • Massachusetts
EXHIBIT 10(b) ACTUARIAL MEMORANDUMPHL Variable Accumulation Account • August 22nd, 2001
AMENDMENT ---------Participation Agreement • April 27th, 2006 • PHL Variable Accumulation Account • California
EXHIBIT ITEM 24(b)(4)(a) FORM OF VARIABLE ANNUITY CONTRACT - D601PHL Variable Accumulation Account • May 1st, 2007
EXHIBIT 4 FORM OF VARIABLE ANNUITY CONTRACTPHL Variable Accumulation Account • December 29th, 2000
RECITALS WHEREAS, effective May 23, 2005, the SEC adopted Rule 22c-2 under the 1940 Act which requires every mutual fund (or on the fund's behalf, the principal underwriter or transfer agent) to enter into a written agreement with each financial...Shareholder Information Agreement • May 1st, 2007 • PHL Variable Accumulation Account • Texas
AMENDED AND RESTATED FUND PARTICIPATION AGREEMENT PHL Variable Insurance Company Wanger Advisors Trust Columbia Wanger Asset Management, LLPFund Participation Agreement • April 30th, 2008 • PHL Variable Accumulation Account • Massachusetts
PARTICIPATION AGREEMENT Among OPPENHEIMER VARIABLE ACCOUNT FUNDS, OPPENHEIMERFUNDS, INC. and PHL VARIABLE INSURANCE COMPANYParticipation Agreement • April 30th, 2021 • PHL Variable Accumulation Account • New York
THIS AGREEMENT (the “Agreement”), made and entered into as of the 1st day of May, 2006 by and among PHL Variable Insurance Company (hereinafter the “Company”), on its own behalf and on behalf of each separate account of the Company named in Schedule 1 to this Agreement, as may be amended from time to time by mutual consent (hereinafter collectively the “Accounts”), Oppenheimer Variable Account Funds (hereinafter the “Fund”) and OppenheimerFunds, Inc. (hereinafter the “Adviser”).
EXHIBIT 24 (b) (3) (b) FORM OF BROKER DEALER SUPERVISORY AND SERVICE AGREEMENTSupervisory and Service Agreement • April 25th, 2005 • PHL Variable Accumulation Account • Connecticut
WITNESSETH:Master Service and Distribution Compliance Agreement • April 30th, 2002 • PHL Variable Accumulation Account • Connecticut
EXHIBIT (10)(b) ACTUARIAL MEMORANDUMExhibit • September 13th, 2001 • PHL Variable Accumulation Account
FUND PARTICIPATION AGREEMENTFund Participation Agreement • April 30th, 2021 • PHL 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”)].
FUND PARTICIPATION AGREEMENTFund Participation Agreement • September 7th, 2007 • PHL Variable Accumulation Account • Connecticut
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 PHL VARIABLE INSURANCE COMPANY (“LIFE COMPANY”), a life insurance company organized under the laws of the State of Connecticut.
BY AND AMONGParticipation Agreement • April 30th, 2008 • PHL Variable Accumulation Account • Ohio
POOL REINSURANCE AGREEMENT NO. 3008 EFFECTIVE JANUARY 1, 2000Reinsurance Agreement • April 30th, 2021 • PHL 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.
EXHIBIT 99.3.AMaster Service Agreement • April 30th, 2002 • PHL Variable Accumulation Account • Connecticut
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 PHL Variable Insurance...Fund Participation Agreement • April 30th, 2008 • PHL Variable Accumulation Account
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 • PHL 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:
WITNESSETH:Compliance Agreement • April 30th, 2002 • PHL Variable Accumulation Account • Connecticut
AMENDMENT NO. 1 to PARTICIPATION AGREEMENTParticipation Agreement • April 29th, 2011 • PHL Variable Accumulation Account
The Participation Agreement dated April 1, 2008, by and among PHL Variable 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 24 (b)(3)(b) FORM OF BROKER DEALER SUPERVISORY AND SERVICE AGREEMENTDealer Variable Contract Supervisory and Service Agreement • April 25th, 2005 • PHL Variable Accumulation Account • Connecticut
AMENDMENT TOPHL Variable Accumulation Account • April 30th, 2021
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) (“PUC”), PHL Variable Insurance Company (“PHLVIC”) and Connecticut General Life Insurance Company (Connecticut General”).
EXHIBIT 3(a)Service and Distribution Compliance Agreement • February 27th, 1996 • PHL Variable Accumulation Account • Connecticut
RULE 22c-2 AGREEMENT This Agreement is entered into effective as of February 1, 2008 by and between PHL Variable Insurance Company, Phoenix Life and Annuity Company, and Phoenix Life Insurance Company (the Company) and Summit Mutual Funds, Inc. (the...Rule 22c-2 Agreement • April 30th, 2008 • PHL Variable Accumulation Account
AMENDMENT No. 2 to the Variable Annuity Guaranteed Death Benefit Reinsurance Agreement Effective November 1, 1996 between PHL Variable Insurance Company and Connecticut General Life Insurance CompanyPHL Variable Accumulation Account • April 30th, 2021 • Connecticut
Amended and Restated Distribution and Wholesaling Services AgreementDistribution and Wholesaling Services Agreement • June 5th, 2015 • PHL Variable Accumulation Account • Connecticut
AGREEMENT, dated as of the effective date as provided below, by and among PHL Variable Insurance Company (the “Company”), 1851 Securities, Inc. (“Principal Underwriter”), Saybrus Partners, Inc. (“Wholesaling Agency”) and Saybrus Equity Services, Inc. (“Wholesaling Broker-Dealer”) (together the “Parties”) ;
CERTAIN PORTIONS OF AUTOMATIC COINSURANCE AGREEMENT 3027 HAVE BEEN REDACTED, GIVEN THAT THE DISCLOSURE REDACTED IS BOTH (I) NOT MATERIAL AND (II) WOULD LIKELY CAUSE HARM IF PUBLICLY DISCLOSED.Automatic Reinsurance Agreement • April 30th, 2021 • PHL Variable Accumulation Account • New York
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.
AMENDMENT No. 1 to the Variable Annuity Guaranteed Death Benefit Reinsurance Agreement Effective January 1, 1996 between PHL Variable Insurance Company and Connecticut General Life Insurance CompanyPHL Variable Accumulation Account • April 30th, 2021 • Connecticut
The quarterly premiums for new and existing reinsurance subject to the terms and conditions of this Agreement shall be determined by application of the rates set forth in Schedule D to the amount of reinsurance coverage provided for each annuity insured by PHL Variable, subject to the following:
DEFINITIONSPHL Variable Accumulation Account • April 3rd, 2009
COINSURANCE AGREEMENT between PHL VARIABLE INSURANCE COMPANY (“Cedent”) and CONCORD RE, INC. (“Captive”) Effective Date: October 1, 2019Coinsurance Agreement • April 30th, 2021 • PHL Variable Accumulation Account • Connecticut
This coinsurance agreement (this “Agreement”) is made and entered into by and between PHL Variable Insurance Company, a Cedent Domicile-domiciled insurance company (“Cedent”) and Concord Re, Inc., a Captive Domicile-domiciled special purpose financial captive insurance company (“Captive”). Cedent desires to cede, and Captive desires to reinsure, on and after the Effective Date, the Quota Share of the Policy Claims, subject to the terms and conditions stated herein. This Agreement is an indemnity reinsurance agreement and the performance of the obligations of each party under this Agreement shall be rendered solely to the other party.
