David
Phillips is a
nationally recognized consumer advocate for insurance, annuities and estate
planning. He is the author of bestselling books - Estate Planning Made Easy,
Kaplan - 2007 (third edition), Profiting From the Insurance Revolution,
KCI Publications 1987 and many Special Reports including: The Future of
Retirement Savings, The Insider’s Guide to Life Insurance, What The Tax
Man Giveth the Tax Man Taketh, and The Coming Estate Tax Storm. He
has also been published in hundreds of periodicals.
Mr.
Phillips has been a featured speaker at investment conferences throughout
the country, and has been a frequent guest on national television
including: Money Talks, The Financial Advisors, Bloomberg and CNBC.
He also has been interviewed at virtually every major news radio
station in the country.
Mr.
Phillips is the CEO of Phillips Financial Services, LLC and President and
founder of Estate Planning Specialists, LLC. With clients in every state,
his companies have assisted thousands of Americans in properly planning
their estates. His services have been recommended by many highly
respected investment advisors and financial editors including: Mark
Skousen, Richard Band, William Donoghue, Adrian Day, Terry Savage, Suze
Orman, Andrew Tobias, Robert Carlson, John Mauldin and Tony Sagami.
Mr.
Phillips graduated from Brigham Young University. He is an active member
of his church and is the coach of the Arizona State University Water Ski
Team. David and his wife, Jane, have four children. Todd, his oldest, is
the President of Phillips Financial Services, LLC and Vice President of
Estate Planning Specialists, LLC. |