About Todd Phillips

Todd Phillips is the President of Estate Planning Specialists LLC. 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 of 2003, after witnessing the remarkable lack of understanding among consumers and agents regarding Fixed Indexed Annuities, Todd Co-Authored 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 title The Future of Retirement Savings. Todd has since authored several other special reports and guides for our clients including: IRA Leverage Strategy, How to Hedge Against the Coming LTC Crisis, and The Bombshell Battleplan. Todd is the Nationwide Annuity consultant for Dr. Mark Skousen, Bob Carlson, Dr. David Eifrig and Tony Sagami. In 1998, Todd graduated from Arizona State University with Honors and was a Four-Time All-American water skier. He enjoys playing and coaching soccer with his wife, Camille, but his greatest passion is being daddy to six of the cutest little girls in the world: Jocelyn (16), Brinly (14), Amelia (13), Juliette (9), Annalise (7) and Brielle (3).
Licensed in states: Arizona, Alabama, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Let me help you
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Browse Quotes
Indexed Annuities are a fantastic but complicated investment and Phillips understands the ins/outs of indexed annuities better than anybody I know. I use Todd for my own personal annuity investing.
Dr. Mark Skousen Editor Forecasts & Strategies
So, Ibbotson joins me in recommending that you consider replacing some bond positions with annuities. I asked my annuity expert, Todd Phillips of Phillips Financial Services, 888-892-1102, to survey the annuity market and recommend some fixed annuities and FIAs for you to consider, restricting them to insurers with solid financial safety ratings. You can see details of Todd’s favorites in the tables on page 9. Retirement Watch Vol 28. Issue 8 August 2018
Bob Carlson Editor Retirement Watch
Todd Phillips
Insurance license 2041701
Address

2200 E Williams Field Rd Suite 200

Gilbert, 85295

Phone number
480-899-1102
Email

Annuity products are offered through independent licensed insurance agents. Product availability, features and rates may vary by state. This information does not represent a recommendation or advice specific to your situation. The annuity information provided comes from sources deemed to be reliable but cannot be guaranteed. Check with the annuity company for current product information, and review all annuity rates, terms, conditions and costs before making a purchasing decision. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company.

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