History
Phillips launched Alternative Brokerage in early 2013 and serves as the Managing Director of the company. Prior to launch, Phillips spent the previous six years building and leading one of the largest independent marketing and life brokerage groups in the country. Along with building new products and developing new channels in the index annuity and life arena, he has helped facilitate the mergers and acquisitions of several other IMOs and BGAs. Phillips also serves as the current Chairman of the Board of Directors for the National Association for Fixed Annuities (NAFA). He has also served on numerous carrier and industry boards over the years.
Specialties
Alternative Brokerage (AB) is a new wholesaling concept for Broker-Dealers, Large Producer Groups, Traditional Insurance Agents, Registered Investment Advisors, Regional Banks and Career Marketing Organizations that wish to expand their product offerings to include fixed, indexed and alternative products. AB provides full service and sales support, acting as a de facto back office and distribution unit for both institutions and individuals. Our sales support and services are fully customizable to meet any objective, including: consulting, sub-advising, licensing, underwriting and case management. The team at AB is dedicated to providing comprehensive and timely support at all levels, while delivering relevant information to position your firm as experts in front your clients. We bring an unmatched passion to the industry and provide all of the resources you would expect of a large marketing organization with a level of service and personal touch that you would expect from a small