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

D. Todd Phillips is the president of Estate Planning Specialists LLC. He supervises various aspects of the company, but his primary focus is client wealth accumulation and risk management. Mr. Phillips holds Series 7 and 63 securities licenses, as well as life and health insurance licenses in most states. Majoring in finance, he graduated in 1998 from Arizona University with honors.

Todd's Videos

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.

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.




Live Now

Money, Metals, & Mining Virtual Expo

April 20 - 22, 2021