0
Todd Phillips photo

ESTATE PLANNING, RETIREMENT, STRATEGIES

Todd Phillips

President,

Estate Planning Specialists, Inc.

  • President of Estate Planning Specialists LLC
  • Primary Focus on Client Wealth Accumulation and Risk Management
  • Graduate from Arizona University

About Todd

Todd Phillips is the president of Estate Planning Specialists LLC. Mr. Phillips 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. Mr. Phillips' talent is in assimilating the intricacies of the plans and breaking them down in a concise manner for nationwide clientele. 

Todd's Videos

The 2020 Secure Act: How to Combat the New Stealth Estate Tax
The 2020 Secure Act: How to Combat the New Stealth Estate Tax
Did you know with the passage of the SECURE Act on January 1, 2020, your IRA/401k, etc. will be slashed to pieces? Estate planning expert, David T. Phillips, will not only explain the new retirement rules of engagement, he will disclose the strategies you can implement to restore what Congress just took away. If you have an IRA, you must attend this workshop! All attendees will receive a complimentary copy of Mr. Phillips' new exclusive Special Report, The Bombshell Battle Plan, How to Defend Against the IRS' Secret Weapon - Post 2020 SECURE Act.
Todd Phillips Photo
Todd Phillips

ESTATE PLANNING

 
31:46
Return of Premium Long Term Care - Today's Groundbreaking Solution to the LTC Crisis
Return of Premium Long Term Care - Today's Groundbreaking Solution to the LTC Crisis

Join David & Todd Phillips, Founders of Estate Planning Specialists, as they show you how to protect yourself from one of the two biggest risks during retirement. Learn how to:



  • Leverage your money up to 10 times for your care

  • ; Use pretax dollars to fund your Return of Premium LTC plan

  • Get 100% of your money back from what you donuse

  • Use tax-free money to pay for Long Term Care expenses


Join us as we discuss todaygroundbreaking solution to the Long Term Care Crisis.



Todd Phillips Photo
Todd Phillips

ESTATE PLANNING

 
54:27

Todd's Courses