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David Phillips

Estate Planning Specialists
Founder & CEO

David T. Phillips is a teacher, but not in a traditional classroom. David has taught thousands of Americans how to protect their families and properly plan their estates. He began his career in 1972 and has had the fortune of leading several carriers in production. A life and qualifying member of the Top of Table continuously since 1983, his companies InsuranceQuote Services, Wealth Masters and EIAnnuity have insured more than 60,000 clients nationwide. In September of 2005, David sold his companies to Longevity Alliance, and kept Estate Planning Specialists, so he could spend more one-on-one time with his clients.

Sound advice never goes out of style, which is why David has been a frequent guest on numerous television programs, such as CBS Money Talks, The Financial Advisors, Bloomberg, CNNFN and CNBC. He has also been interviewed at virtually every major news radio station in the country.