About Us
David was a registered rep with Morgan Stanley selling variable annuities, investments and life insurance before entering the brokerage world. Since then, David has worked with and help training hundreds of agents with selling both fixed and indexed annuities.
Brian was a Life and Long Term Care Insurance agent before becoming a top selling LTC internal wholesaler. That is where Brian developed the desire to work independent agents offering life, health and annuities.
Our Services
Annuity
At Phase One Financial Group we utilize our experience with Annuities, IRA Rollover and Retirement planning to assist your needs as an independent agent.
Health
Below is a list of the Health Insurance Companies we offer. HEALTH Aetna Medico Guaranteed trust life Kemper
Life
Whether you are looking for term, universal life, indexed universal life and/or single premium products. We have what you need.
Get in touch
Have questions? Ready to get started?
At Phase One Financial Group it is easy to think like an agent, since we are agents. We understand the needs and hurdles of the independent agent. Send us a message and let’s see how we can help you.