Todd Phillips
President, Estate Planning Specialists
Todd Phillips is the President of Estate Planning Specialists and Phillips Financial Services.
Following in his father's footsteps, Todd has been helping people across the country with their insurance and investments since 1995.
His primary responsibilities are monitoring and analyzing safe money investment products and designs, from Delayed Single Premium Immediate Annuities (DIA) to complicated estate planning. Todd's talent is in assimilating the intricacies of the plans and breaking them down in a concise manner for a nationwide clientele.
In September 2003, after witnessing the remarkable lack of understanding among consumers and agents regarding fixed indexed annuities, Todd co-authored with his father, David, the book Growth Without Risk. Because of the voluminous industry changes and addition of the Lifetime Income Riders, Todd felt a pressing need to write an update titled The Future of Retirement Savings.
Todd has since authored several other special reports and guides, including IRA Leverage Strategy, How to Hedge Against the Coming LTC Crisis, and The Bombshell Battleplan.
In 1998, Todd graduated from Arizona State University with Honors and was a Four-Time All-American water skier.
To learn more about Todd and Estate Planning Specialists, click here.
Todd’s publications and investment research services include:
No articles found.